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Current Employers
Ameritas Advisory Services, Llc

5900 O Street, Lincoln, NE 68510 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-11-01
TX RA APPROVED_RES 2021-11-01
  • CA RA
    APPROVED
    Since 2021-11-01
  • TX RA
    APPROVED_RES
    Since 2021-11-01

Branch Locations

620 Coolidge Dr Ste 190, Folsom, CA 95630 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameritas Investment Corp Lincoln NE 07/2014 Present
Ameritas Life Insurance Corp Lincoln NE 06/2014 Present
Capstone Financial Group Folsom CA 07/2014 Present
Ameritas Advisory Services, Llc Lincoln NE 11/2021 Present
  • 07/2014 → Present
    Ameritas Investment Corp
    Lincoln, NE
  • 06/2014 → Present
    Ameritas Life Insurance Corp
    Lincoln, NE
  • 07/2014 → Present
    Capstone Financial Group
    Folsom, CA
  • 11/2021 → Present
    Lincoln, NE
Previous Registrations
  • 2002-08-28 → 2006-12-14
    Waddell & Reed
    Sacramento, CA
    Sacramento, CA
Other Businesses

CAPSTONE FINANCIAL GROUP; SAME AS BRANCH; INV REL; INSURANCE PRODUCTS FOR INDIVIDUALS AND BUSINESSES INCLUDING LIFE, DISABILITY, LTC AND HEALTH; AGENT; START DATE=07/2014; HRS/MO=120; TRADING HRS/MO=120; SELLING FIXED PRODUCTS TO CLIENTS

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-10-28
  • S66 Uniform Combined State Law Examination
    2014-10-28

View on SEC IAPD

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