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Advisor at AMERITAS ADVISORY SERVICES, LLC
EXETER, 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 | Mar 6, 2026 | n/a | yes | EXETER, CA | Current employment |
| EAGLE STRATEGIES LLC | Bd affiliated wealth | Jul 7, 2023 | Mar 12, 2026 | no | DINUBA, CA|FRESNO, CA | Previous registration |
| BANGERTER FINANCIAL SERVICES, INC. | State registered | Feb 15, 2022 | Mar 13, 2023 | no | ROSEVILLE, CA | Previous registration |
| MAIN STREET ADVISORS, LLC | Former SEC adviser | Dec 24, 2019 | Jan 11, 2022 | no | Reddley, CA|HAYS, KS | Previous registration |
| INDEPENDENT FINANCIAL GROUP, LLC | Bd affiliated wealth | Nov 4, 2019 | Jan 3, 2022 | no | HAYS, KS|REEDLEY, CA|Reddley, CA|TURLOCK, CA | Previous registration |
| SCF INVESTMENT ADVISORS, INC. | Former SEC adviser | Jan 2, 2014 | Nov 15, 2019 | no | FRESNO, CA|Reedley, CA|SAN DIEGO, CA|Hanford, CA|Reedley, CA | Previous registration |
| PRINCIPAL SECURITIES, INC. | Bd affiliated wealth | Sep 6, 2011 | Jan 6, 2014 | no | REEDLEY, CA|Fresno, CA | Previous registration |
| SECURITIES AMERICA ADVISORS, INC. | Former SEC adviser | Nov 24, 2008 | Sep 2, 2011 | no | REEDLEY, CA|LA VISTA, NE | Previous registration |
| QA3 FINANCIAL LLC | n/a | Oct 18, 2006 | Dec 9, 2008 | no | REEDLEY, CA|OMAHA, NE | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EAGLE STRATEGIES LLC | AMERITAS ADVISORY SERVICES, LLC | Mar 12, 2026 | Mar 6, 2026 | -6 | Firm change | Ibd to ibd |
| BANGERTER FINANCIAL SERVICES, INC. | EAGLE STRATEGIES LLC | Mar 13, 2023 | Jul 7, 2023 | 116 | Firm change | Other |
| MAIN STREET ADVISORS, LLC | BANGERTER FINANCIAL SERVICES, INC. | Jan 11, 2022 | Feb 15, 2022 | 35 | Firm change | Other |
| INDEPENDENT FINANCIAL GROUP, LLC | MAIN STREET ADVISORS, LLC | Jan 3, 2022 | Dec 24, 2019 | -741 | Firm change after gap | Other |
| SCF INVESTMENT ADVISORS, INC. | INDEPENDENT FINANCIAL GROUP, LLC | Nov 15, 2019 | Nov 4, 2019 | -11 | Firm change | Ibd to RIA |
| PRINCIPAL SECURITIES, INC. | SCF INVESTMENT ADVISORS, INC. | Jan 6, 2014 | Jan 2, 2014 | -4 | Firm change | Other |
| SECURITIES AMERICA ADVISORS, INC. | PRINCIPAL SECURITIES, INC. | Sep 2, 2011 | Sep 6, 2011 | 4 | Firm change | Other |
| QA3 FINANCIAL LLC | SECURITIES AMERICA ADVISORS, INC. | Dec 9, 2008 | Nov 24, 2008 | -15 | Firm change | Other |