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Advisor at AMERITAS ADVISORY SERVICES, LLC
Folsom, 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 18, 2024 | n/a | yes | Folsom, CA | Current employment |
| NEW FRONTIER ADVISORS, LLC | Asset manager | Jul 26, 2023 | Nov 14, 2024 | no | BOSTON, MA|GRANITE BAY, CA | Previous registration |
| FREEDOM INVESTMENT MANAGEMENT, INC. | Independent wealth | Sep 2, 2022 | Dec 8, 2022 | no | Roseville, CA|SOUTH WINDSOR, CT | Previous registration |
| MAIN MANAGEMENT, LLC | Independent wealth | May 10, 2021 | May 31, 2022 | no | SAN FRANCISCO, CA|Granite Bay, CA | Previous registration |
| SEI INVESTMENTS MANAGEMENT CORP | Mixed wealth | Oct 8, 2007 | Dec 12, 2019 | no | ROSEVILLE, CA|OAKS, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NEW FRONTIER ADVISORS, LLC | AMERITAS ADVISORY SERVICES, LLC | Nov 14, 2024 | Nov 18, 2024 | 4 | Firm change | Other |
| FREEDOM INVESTMENT MANAGEMENT, INC. | NEW FRONTIER ADVISORS, LLC | Dec 8, 2022 | Jul 26, 2023 | 230 | Firm change | Other |
| MAIN MANAGEMENT, LLC | FREEDOM INVESTMENT MANAGEMENT, INC. | May 31, 2022 | Sep 2, 2022 | 94 | Firm change | RIA to RIA |
| SEI INVESTMENTS MANAGEMENT CORP | MAIN MANAGEMENT, LLC | Dec 12, 2019 | May 10, 2021 | 515 | Firm change after gap | Other |