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Current Employers
Equity Services, Inc.

One National Life Drive, Montpelier, VT 05604 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-01-17
  • CA RA
    APPROVED
    Since 2024-01-17

Branch Locations

Oakland, CA • United States

11988 El Camino Real Suite 320, San Diego, CA 92130 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 06/2006 → 01/2024
    Ameritas Investment Corp.
    Lincoln, NE
  • 09/2005 → 01/2024
    David White & Associates
    San Ramon, CA
  • 06/2006 → 01/2024
    Ameritas Life Insurance Corp.
    Lincoln, NE
  • 11/2021 → 01/2024
    Lincoln, NE
  • 07/2022 → 01/2024
    Bnja Insurance And Financial Services
    Livermore, CA
  • 01/2024 → Present
    Montpelier, VT
Previous Registrations
  • 2021-11-01 → 2024-01-23
    Livermore, CA
    San Ramon, CA
  • 2007-05-30 → 2021-11-01
    Ameritas Investment Company, Llc
    San Ramon, CA
    Lincoln, NE
    Glendale, AZ
    Lincoln, NE
    Austin, TX
    Livermore, CA
Other Businesses

*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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-03-31
S63 Uniform Securities Agent State Law Examination 1999-06-01
  • S65 Uniform Investment Adviser Law Examination
    2007-03-31
  • S63 Uniform Securities Agent State Law Examination
    1999-06-01
Other Names
  • Oliver Orzal

View on SEC IAPD

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