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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-11-01 |
Branch Locations
2000 Crow Canyon Place Ste 250, San Ramon, CA 94583 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bay City News | Oakland | CA | 04/2014 | Present |
| Ameriprise Financial | San Francisco | CA | 06/2016 | 10/2016 |
| Ameriprise Financial Services, Inc. | San Francisco | CA | 11/2016 | 01/2017 |
| Lincoln Financial Advisors | San Ramon | CA | 03/2017 | 04/2018 |
| Insight Wealth Strategies, Llc. | San Ramon | CA | 04/2018 | 08/2021 |
| Mutual Securities, Inc. | Camarillo | CA | 04/2020 | 06/2020 |
| Ameritas Investment Company, Llc | Lincoln | NE | 10/2021 | Present |
| David White & Associates | San Ramon | CA | 08/2021 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
| Barto Lucas | San Ramon | CA | 08/2021 | Present |
DAVID WHITE & ASSOCIATES; SAME AS BRANCH; INV REL; FINANCIAL PLANNING; FINANCIAL ADVISOR; START DATE=08/2021; HRS/MO=160; TRADING HRS/MO=100; FINANCIAL ADVISOR * BAY CITY NEWS; 900 HILLDALE AVE, BERKELEY, CA, 94708; NON INV REL; NEWS WIRE SERVICE; REPORTER; START DATE=04/2014; HRS/MO=48; TRADING HRS/MO=0; EDIT/WRITE NEWS STORIES * dba BARTO LUCAS; INV REL; SAME AS BRANCH; FINANCIAL SERVICES; FINANCIAL ADVISOR; START DATE=08/2021; HRS/MO=160; TRADING HRS/MO=160; FINANCIAL PLANNING/INVESTMENT RESEARCH
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-09 |
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