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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-11-01 |
| TX | RA | APPROVED_RES | 2021-11-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameritas Investment Corp | Lincoln | NE | 01/2004 | Present |
| Ameritas Life Insurance Corp. | Lincoln | NE | 01/2004 | Present |
| California Senior Solutions | Folsom | CA | 07/2015 | 11/2016 |
| Capstone Financial Group | Folsom | CA | 04/2016 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
| True Course Retirement | Folsom | CA | 05/2026 | Present |
| Vital Wealth Team | Folsom | CA | 10/2025 | Present |
LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * Capstone Financial Group; same as branch; inv rel; insurance and insurance related products; Agent; start date=04/2016; hrs/mo=180; trading hrs/mo=120; meeting with clients, making recommendations for their investments, reviewing their retirement goals, planning for their life and disability insurance * dba True Course Retirement; same as branch; inv rel; financial and retirement planning, investment advising, insurance and annuity sales; Financial Advisor; start date=05/2026; hrs/mo=160; trading hrs/mo=160; Marketing workshops, financial services and retirement planning services * dba Vital Wealth Team; inv rel; same as branch; Marketing; Agent; start date=10/2025; hrs/mo=40; trading hrs/mo=160; Same as Capstone Financial Group
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-11-25 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-11 |
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