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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-08-02 |
| CA | RA | APPROVED | 2022-02-08 |
Branch Locations
2998 Douglas Blvd Ste 330, Roseville, CA 95661 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gebhardt Group | Sacramento | CA | 02/2019 | 07/2020 |
| Capstone Financial Group | Folsom | CA | 07/2000 | 01/2022 |
| Principal Life Insurance Company | Roseville | CA | 01/2022 | Present |
| Principal Securities, Inc. | Roseville | CA | 01/2022 | Present |
| R Postell Insurance | Granite Bay | CA | 01/2011 | 02/2019 |
| Ameritas Advisory Services Llc | Folsom | CA | 11/2021 | 02/2022 |
| Ameritas Investment Company Llc | Folsom | CA | 07/2020 | 02/2022 |
| Farmers Financial Solutions | Granite Bay | CA | 05/2012 | 08/2018 |
OUTSIDE INSURANCE POSITION: Agent NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 02/11/2022 ADDRESS: 1478, 390, Roseville CA 95661, United States DESCRIPTION: Sale of fixed annuities, life, DI, LTC, group and supplemental benefits.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 2013-05-08 |
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