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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-22 |
Branch Locations
915 Highland Pointe Drive Ste 250, Roseville, CA 95678 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Intel Corporation | Folsom | CA | 06/1992 | 06/2020 |
| Penn Mutual Life Inusrance Company | Horsham | PA | 08/2019 | Present |
| Better Homes And Gardens Real Estate - Reliance Partners | Roseville | CA | 05/2021 | Present |
| Hornor, Townsend, & Kent Llc | Horsham | PA | 06/2024 | 01/2025 |
| Thrive Financial Group, Llc | Roseville | CA | 04/2020 | Present |
| Ameritas Life Insurance Corp. | Lincoln | NE | 12/2024 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 01/2025 | Present |
| Ameritas Investment Company, Llc | Lincoln | NE | 01/2025 | Present |
BETTER HOMES & GARDENS REAL ESTATE; INV REL; REAL ESTATE SALES; AGENT; START DATE=12/2021; HRS/MO=40; TRADING HRS/MO=0 * WAILEA INVESTMENTS, LP; NON INV REL; RENTAL;PARTNER;START DATE=06/2008; HRS/MO=0; TRADING HRS/MO=0 * GRANITE HARBOR, LLC; NON INV REL; RENTAL; PARTNET; START DATE=06/2008; RS/MO=0; TRADING HRS/MO=0 * THRIVE FINANCIALGROUP,LLC; INV REL; FINANCIAL PLANNING; OWNER; START DATE=04/2020; HRS/MO=20; TRADING HRS/MO=0
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-11-07 |
| S65 | Uniform Investment Adviser Law Examination | 2024-04-27 |
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