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Maxwell Dillon Michels

Ameritas Advisory Services, LLC

San Ramon, CA

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Current Employers
Ameritas Advisory Services, Llc

5900 O Street, Lincoln, NE 68510 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-02
  • CA RA
    APPROVED
    Since 2025-01-02

Branch Locations

2000 Crow Canyon Place Ste 250, San Ramon, CA 94583 • 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
Toby's Christmas Trees Walnut Creek CA 11/2018 12/2018
Gibbs Plastic And Rubber Benicia CA 03/2019 09/2023
David White & Associates San Ramon CA 09/2023 Present
Middle And High School Walnut Creek CA 08/2014 05/2019
Ameritas Investment Company, Llc Lincoln NE 08/2024 Present
Ameritas Advisory Services, Llc Lincoln NE 01/2025 Present
  • 11/2018 → 12/2018
    Toby's Christmas Trees
    Walnut Creek, CA
  • 03/2019 → 09/2023
    Gibbs Plastic And Rubber
    Benicia, CA
  • 09/2023 → Present
    David White & Associates
    San Ramon, CA
  • 08/2014 → 05/2019
    Middle And High School
    Walnut Creek, CA
  • 08/2024 → Present
    Ameritas Investment Company, Llc
    Lincoln, NE
  • 01/2025 → Present
    Ameritas Advisory Services, Llc
    Lincoln, NE
Other Businesses

DAVID WHITE & ASSOCIATES; SAME AS BRANCH; INV REL; INSURANCE; ASSOCIATE; START DATE=09/2023; HRS/MO=200; TRADING HRS/MO=80; INSURANCE

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-18
  • S66 Uniform Combined State Law Examination
    2024-12-18
Other Names
  • Maxwell Michels

View on SEC IAPD

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Other Offices

BROOKER WEALTH MANAGEMENT · San Ramon, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · San Ramon, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · San Ramon, CA
EAGLE STRATEGIES LLC · SAN RAMON, CA
EAGLE STRATEGIES LLC · SAN RAMON, CA
EAGLE STRATEGIES LLC · SAN RAMON, CA
EAGLE STRATEGIES LLC · SAN RAMON, CA
INTEGRITY ALLIANCE, LLC. · San Ramon, CA

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