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Advisor at RUBICON ADVISORS
REDDING, 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 |
|---|---|---|---|---|---|---|
| RUBICON ADVISORS | Independent wealth | Apr 1, 2026 | n/a | yes | REDDING, CA | Current employment |
| AMERITAS ADVISORY SERVICES, LLC | Bd affiliated wealth | Nov 1, 2021 | Apr 27, 2026 | no | Grants Pass, OR | Previous registration |
| AMERITAS ADVISORY SERVICES | Former SEC adviser | Jul 29, 2008 | Nov 1, 2021 | no | Portland, OR|GRANTS PASS, OR|LINCOLN, NE | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AMERITAS ADVISORY SERVICES, LLC | RUBICON ADVISORS | Apr 27, 2026 | Apr 1, 2026 | -26 | Firm change | Ibd to RIA |
| AMERITAS ADVISORY SERVICES | AMERITAS ADVISORY SERVICES, LLC | Nov 1, 2021 | Nov 1, 2021 | 0 | Bulk transfer | Ibd to ibd |