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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-03-07 |
Branch Locations
41593 Winchester Rd Ste 212, Temecula, CA 92590 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | San Diego | CA | 03/2019 | 06/2019 |
| New York Life Insurance Company | San Diego | CA | 06/2018 | 06/2019 |
| Unemployed | Temecula | CA | 12/2017 | 05/2018 |
| Accenture Inc | San Diego | CA | 10/2009 | 12/2017 |
| World Financial Group Insurance | Tustin | CA | 08/2017 | 06/2018 |
| Pruco Securities, Llc. | San Diego | CA | 09/2019 | 01/2023 |
| Rh Benefits Insurance Services, Inc. | Temecula | CA | 06/2019 | Present |
| Prudential Insurance Company Of America | San Diego | CA | 10/2019 | 01/2023 |
| Ameritas Investment Company, Llc | Lincoln | NE | 03/2023 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 03/2023 | Present |
| Rhb Advisors | Temecula | CA | 01/2023 | Present |
| Capstone Financial Group | Folsom | CA | 02/2023 | Present |
RH BENEFITS INSURANCE SERVICES, INC; SAME AS BRANCH; INV REL; MEDICARE, LIFE INSURANCE, & ANNUITY ; AGENT; START DATE=06/2019; HRS/MO=20; TRADING HRS/MO=20; MEDICARE, LIFE INSURANCE, & ANNUITY * RHB ADVISORS; SAME AS BRANCH; INV REL; FINANCIAL SERVICES; FINANCIAL ADVISOR; START DATE=01/2023; HRS/MO=80; TRADING HRS/MO=40; FINANCIAL SERVICES * CAPSTONE FINANCIAL GROUP; 620 COOLIDGE DR STE 190, FOLSOM, CA, 95630; INV REL; FINANCIAL & INSURANCE SERVICES; CONTRACTOR; START DATE=02/2023; HRS/MO=80; TRADING HRS/MO=40; FINANCIAL & INSURANCE SERVICES * BNI - Best of Temecula Chapter; 40651 Murrieta Hot Springs Rd, Murrieta CA 92562; inv rel; referral partner networking group where there are chapters all over the country based on paid membership to a chapter; President; start date=10/2026; hrs/mo=8; trading hrs/mo=8; facilitating smooth, timely meetings by following the BNI Weekly Meeting Agenda with focus on educating visitors, facilitating monthly Leadership Team Meetings, ensuring all leaders fulfill their responsibilities, providing direction and motivation for chapter goals, communicating weekly with the Director Consultant
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-27 |
| S63 | Uniform Securities Agent State Law Examination | 2019-02-20 |
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