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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-11-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameritas Life Insurance Corp | Lincoln | NE | 01/2013 | 06/2017 |
| Ameritas Investment Corp | Lincoln | NE | 01/2013 | 06/2017 |
| Strategic Horizon Inc | Alhambra | CA | 01/2013 | Present |
| Windsor Insurance | Alhambra | CA | 01/2013 | 06/2017 |
| Equity Services Inc | Montpelier | VT | 07/2017 | 04/2018 |
| Ameritas Investment Corp | Lincoln | NE | 05/2018 | Present |
| Ameritas Life Insurance Corp | Lincoln | NE | 03/2018 | Present |
| Capstone Financial Group | Folsom | CA | 03/2018 | Present |
| Windsor Insurance | Woodland Hills | CA | 01/2013 | Present |
| Jenstar Financial And Insurance | Brea | CA | 12/2012 | Present |
| Lion Street | Austin | TX | 05/2021 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
| Jenyin Insurance Services | Brea | CA | 02/2023 | Present |
STRATEGIC HORIZON; 388 E VALLEY BLVD STE 201, ALHAMBRA CA 91801; INV REL; SELL FIXED INSURANCE PRODUCTS AND HEALTH INSURANCE; AGENT; START DATE=01/2013; HRS/MO=80; TRADING HRS/MO=40; SELL FIXED INSURANCE PRODUCTS AND HEALTH INSURANCE * JENNING CHEN HEALTH INSURANCE; SAME AS BRANCH; NON-INV REL; SELLING HEALTH INSURANCE; AGENT; START DATE=08/2018; HRS/MO=15; TRADING HRS/MO=10; SELLING HEALTH INSURANCE * RENTAL PROPERTY; SAME AS RESIDENCE; NON-INV REL; RENTAL PROPERTY IN LA HABRA AND EASTVALE, CA; OWNER; START DATE=01/2010; HRS/MO=1; TRADING HRS/MO=0; COLLECT RENTS * CAPSTONE FINANCIAL GROUP; 620 COOLIDGE DR STE 165, FOLSOM CA 95630; INV REL; SELL LIFE INSURANCE; AGENT; START DATE=03/2018; HRS/MO=400; TRADING HRS/MO=200; SELL LIFE INSURANCE * Windsor Insurance; 21820 Burbank Blvd Ste 100 S, Woodland Hills CA 91367; inv rel; general agency for life insurance; Agent; start date=01/2013; hrs/mo=10; trading hrs/mo=10; agent, life insurance sales * Jenstar Financial and Insurance; same as branch; inv rel; selling health insurance; Owner; start date=12/2012; hrs/mo=150; trading hrs/mo=150; sell health insurance * Jenyin Insurance Services; same as branch; inv rel; Name: Lion Street, Role: Broker, Type: Insurance, Start Date: 05/20/2021, Investment Related?: Yes, Address: 515 Congress Ave., Suite 2500, Austin, TX 78701, Number of Hours/Mo: 5, Number of Hrs during trading hours: 1, Duties: Sell Insurance * Jenmo Investment; 1800 E Lambert Rd #258, Brea, CA 92821; non-inv rel; Rental property; Owner; start date=01/2010; hrs/mo=1; trading hr/mo=0; Collecting rents
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-19 |
| S63 | Uniform Securities Agent State Law Examination | 2005-02-03 |
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