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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-11 |
Branch Locations
2000 Crow Canyon Place Ste 250, San Ramon, CA 94583 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sterck Kulick Oneil | San Francisco | CA | 01/2014 | 10/2017 |
| Hunter Tax Associates, Inc | San Ramon | CA | 10/2017 | Present |
| David White & Associates | San Ramon | CA | 06/2026 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 07/2026 | Present |
DAVID WHITE & ASSOCIATES; SAME AS BRANCH; INV REL; INVESTMENT ADVISOR SERVICES; AGENT; START DATE=06/2026; HRS/MO=1; TRADING HRS/MO=0; INVESTMENT ADVISOR SERVICES * HUNTER TAX ASSOCIATES; 3130 CROW CANYON PL 200, SAN RAMON, CA, 94583; NON INV REL; TAX/ACCOUNTING SERVICES; PRESIDENT; START DATE=10/2017; HRS/MO=180; TRADING HRS/MO=0; TAX/ACCOUNTING SERVICES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-11 |
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