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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Girard Securities | San Diego | CA | 05/2016 | 05/2017 |
| Roloff Wealth Management Inc | Fresno | CA | 06/2016 | 05/2017 |
| Unemployed | Kingsburg | CA | 05/2017 | 07/2017 |
| Liberty County High School | Hinesville | GA | 07/2017 | 08/2019 |
| Southern Oregon University | Ashland | OR | 09/2019 | 09/2021 |
| The Inn At Schofield | Wahiawa | HI | 12/2020 | 03/2021 |
| Inverness Technologies, Inc | Wahiawa | HI | 03/2021 | 08/2022 |
| Island Palm Communities, Inc | Wahiawa | HI | 08/2022 | 04/2023 |
| Harvest Wealth Group | Exeter | CA | 04/2023 | 07/2024 |
| Ameritas Investment Company, Llc | Lincoln | NE | 04/2023 | 07/2024 |
| Ameritas Advisory Services, Llc | Lincoln | NE | 04/2023 | 07/2024 |
| Lpl Financial Llc | Fresno | CA | 07/2024 | 02/2025 |
| Ameritas Investment Company, Llc | Lincoln | NE | 07/2025 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 07/2025 | Present |
| Visalia Unified School District | Visalia | CA | 10/2024 | 06/2025 |
| Harvest Wealth Group | Exeter | CA | 07/2025 | Present |
| First Sierra Insurance Services | Visalia | CA | 11/2022 | Present |
Harvest Wealth Group; same as branch; inv rel; dba providing insurance products and services; Client Service Administrator; start date=07/2025; hrs/mo=165; trading hrs/mo=125; administration, trading, document preparation, account maintenance, investment management duties, non-client facing, non-advisory operations/administrative support * First Sierra Insurance Services; 2423 N Fairway St, Visalia CA 93291; non-inv rel; Medicare review and applications; Agent; start date=11/2022; hrs/mo=10; trading hrs/mo=0; Medicare review and applications
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-17 |
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