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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-01-17 |
Branch Locations
11988 El Camino Real Suite 320, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameritas Investment Corp. | Lincoln | NE | 06/2006 | 01/2024 |
| David White & Associates | San Ramon | CA | 09/2005 | 01/2024 |
| Ameritas Life Insurance Corp. | Lincoln | NE | 06/2006 | 01/2024 |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | 01/2024 |
| Bnja Insurance And Financial Services | Livermore | CA | 07/2022 | 01/2024 |
| Equity Services, Inc. | Montpelier | VT | 01/2024 | Present |
*OLIVER ORZAL - INSURANCE SALES. 260 BROOKLYN BASIN WAY, UNIT 719, OAKLAND, CA, 94606. JAN 1998. INV REL. FIXED INS SALES. AGENT. SALE AND SERVICE OF FIXED PRODUCTS. DURING TRADE HRS*FALCON PG WEALTH MANAGEMENT AND INSURANCE SERVICES, 260 BROOKLYN BASIN WAY, UNIT 719, OAKLAND, CA, 94606, ONGOING, INV REL, 05/2024, DBA NAME FOR MARKETING, DURING TRD/HRS*NAGOMI WEALTH MANAGEMENT AND INSURANCE SERVICES, 260 BROOKLYN BASIN WAY, STE 719, OAKLAND, CA, 94606, ONGOING, INV REL, 06/2025, DBA NAME FOR MARKETING, OWNER, DURING TRD/HRS*OLIVER ORZAL, 260 BROOKLYN BASIN WAY, UNIT 719, OAKLAND, CA, 94606, 6 MONTHS, INV REL, 02/01/2025, OWNER, RENTAL PROPERTY, DURING TRD/HRS, 2 HRS WK.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-01 |
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