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Advisor at AMERITAS ADVISORY SERVICES, LLC
San Carlos, CA | San Francisco, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| AMERITAS ADVISORY SERVICES, LLC | Bd affiliated wealth | Nov 1, 2021 | n/a | yes | San Carlos, CA|San Francisco, CA | Current employment |
| 20/20 CAPITAL MANAGEMENT, INC | Former SEC adviser | Dec 4, 2015 | Jan 2, 2019 | no | San Francisco, CA|COSTA MESA, CA | Previous registration |
| CARILLON INVESTMENTS, INC. | n/a | Nov 22, 1999 | Jun 30, 2006 | no | SAN FRANCISCO, CA|SAN FRANCISCO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| 20/20 CAPITAL MANAGEMENT, INC | AMERITAS ADVISORY SERVICES, LLC | Jan 2, 2019 | Nov 1, 2021 | 1,034 | Firm change after gap | RIA to ibd |
| CARILLON INVESTMENTS, INC. | 20/20 CAPITAL MANAGEMENT, INC | Jun 30, 2006 | Dec 4, 2015 | 3,444 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 281692:317245:CA:2019-01-02 | Jan 2, 2019 | Nov 1, 2021 | COSTA MESA, CA | Firm change after gap |