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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 | Feb 15, 2023 | n/a | yes | Folsom, CA | Current employment |
| DUNHILL & COMPANY, LLC | State registered | Oct 18, 2017 | Nov 17, 2021 | no | SAN FRANCISCO, CA | Previous registration |
| HANSEN & ASSOCIATES FINANCIAL GROUP INC. | Independent wealth | Sep 30, 2015 | Nov 28, 2017 | no | ROSEVILLE, CA | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Apr 30, 2013 | Nov 25, 2014 | no | SACRAMENTO, CA|ROSEVILLE, CA|SACRAMENTO, CA | Previous registration |
| MORGAN STANLEY | Wirehouse | Apr 14, 2011 | Sep 6, 2011 | no | Sacramento, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| DUNHILL & COMPANY, LLC | AMERITAS ADVISORY SERVICES, LLC | Nov 17, 2021 | Feb 15, 2023 | 455 | Firm change after gap | Other |
| HANSEN & ASSOCIATES FINANCIAL GROUP INC. | DUNHILL & COMPANY, LLC | Nov 28, 2017 | Oct 18, 2017 | -41 | Firm change after gap | RIA to state RIA |
| UBS FINANCIAL SERVICES INC. | HANSEN & ASSOCIATES FINANCIAL GROUP INC. | Nov 25, 2014 | Sep 30, 2015 | 309 | Firm change | Wirehouse to RIA |
| MORGAN STANLEY | UBS FINANCIAL SERVICES INC. | Sep 6, 2011 | Apr 30, 2013 | 602 | Firm change after gap | Wirehouse to wirehouse |