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Current Employers
Ameritas Advisory Services, Llc

5900 O Street, Lincoln, NE 68510 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-11-03
  • CA RA
    APPROVED
    Since 2025-11-03

Branch Locations

620 Coolidge Dr Ste 165, Folsom, CA 95630 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Roger'S Gardens Corona Del Mar CA 08/2014 03/2019
Nomad Cycling Apparel Rancho Santa Margarita CA 11/2017 Present
Securities America, Inc. Irvine CA 02/2021 05/2024
Securities America Advisors Irvine CA 09/2023 05/2024
Capstone Financial Folsom CA 11/2025 Present
Ameritas Investment Company, Llc Lincoln NE 11/2025 Present
Ameritas Advisory Services, Llc Lincoln NE 11/2025 Present
Scott Marcoe Designs Rancho Santa Margarita CA 06/2022 Present
Checkpoint Planning Folsom CA 11/2025 Present
  • 08/2014 → 03/2019
    Roger'S Gardens
    Corona Del Mar, CA
  • 11/2017 → Present
    Nomad Cycling Apparel
    Rancho Santa Margarita, CA
  • 02/2021 → 05/2024
    Securities America, Inc.
    Irvine, CA
  • 09/2023 → 05/2024
    Securities America Advisors
    Irvine, CA
  • 11/2025 → Present
    Capstone Financial
    Folsom, CA
  • 11/2025 → Present
    Ameritas Investment Company, Llc
    Lincoln, NE
  • 11/2025 → Present
    Lincoln, NE
  • 06/2022 → Present
    Scott Marcoe Designs
    Rancho Santa Margarita, CA
  • 11/2025 → Present
    Checkpoint Planning
    Folsom, CA
Previous Registrations
  • 2023-09-19 → 2024-05-21
    Securities America Advisors, Inc.
    Irvine, CA
    Irvine, CA
  • 2010-01-12 → 2011-11-23
    Investacorp Advisory Services Inc
    Newport Beach, CA
  • 2008-03-27 → 2008-04-25
    Securian Financial Services, Inc.
    Rancho Santa Fe, CA
Other Businesses

CAPSTONE FINANCIAL GROUP; SAME AS BRANCH; INV REL; INSURANCE; AGENT; START DATE=11/2025; HRS/MO=5; TRADING HRS/MO=5; INSURANCE * NOMAD CYCLING APPAREL; 22751 EL PRADO #11305, RANCHO SANTA MARGARITA, CA, 92688; NON INV REL; RETAIL SALES; OWNER; START DATE=11/2017; HRS/MO=4; TRADING HRS/MO=0; RETAIL SALES * SCOTT MARCOE DESIGNS; 22751 EL PRADO #11305, RANCHO SANTA MARGARITA, CA, 92688; NON INV REL; GRAPHIC DESIGN; OWNER; START DATE=06/2022; HRS/MO=4; TRADING HRS/MO=0; GRAPHIC DESIGN * CHECKPOINT PLANNING; SAME AS BRANCH; INV REL; DBA; START DATE 11/2025; HRS/MO=160; TRADING HRS/MO=130; DBA

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-15
S65 Uniform Investment Adviser Law Examination 2008-03-03
S63 Uniform Securities Agent State Law Examination 2004-03-29
  • S66 Uniform Combined State Law Examination
    2023-09-15
  • S65 Uniform Investment Adviser Law Examination
    2008-03-03
  • S63 Uniform Securities Agent State Law Examination
    2004-03-29

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