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Dylan M Holy

Ameritas Advisory Services, LLC

Folsom, CA

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Current Employers
Ameritas Advisory Services, Llc

5900 O Street, Lincoln, NE 68510 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-05-26
  • CA RA
    APPROVED
    Since 2026-05-26

Branch Locations

620 Coolidge Dr Ste 190, 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
Ameritas Advisory Services, Llc Lincoln NE 05/2026 Present
Capstone Financial Group Folsom CA 01/2025 Present
U.S. Bancorp Placerville CA 09/2021 01/2025
Safeway Placerville CA 05/2020 08/2021
Ameritas Investment Company, Llc Lincoln NE 02/2026 Present
Student Placerville CA 01/2016 04/2020
  • 05/2026 → Present
    Ameritas Advisory Services, Llc
    Lincoln, NE
  • 01/2025 → Present
    Capstone Financial Group
    Folsom, CA
  • 09/2021 → 01/2025
    U.S. Bancorp
    Placerville, CA
  • 05/2020 → 08/2021
    Safeway
    Placerville, CA
  • 02/2026 → Present
    Ameritas Investment Company, Llc
    Lincoln, NE
  • 01/2016 → 04/2020
    Student
    Placerville, CA
Other Businesses

CAPSTONE FINANCIAL GROUP; SAME AS BRANCH; INV REL; INSURANCE; AGENT; START DATE=01/2025; HRS/MO=40; TRADING HRS/MO=20; INSURANCE

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-21
  • S66 Uniform Combined State Law Examination
    2026-05-21

View on SEC IAPD

Other Firms

U.S. BANCORP ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
MONETA VENTURES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
MATHEWS CAPITAL MANAGEMENT

Other Investors

Katie Louise Latour
Harold Kuk Rhee
Edwin Shanil Kumar
ERIKA PANDY
JOEL PATRICK DUCORE
GREGORY CURTIS JUNG
JAIME ELIZABETH BARRETTA
DWAINE HAROLD BAASCH

Other Offices

U.S. BANCORP ADVISORS, LLC · Folsom, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FOLSOM, CA
J.P. MORGAN SECURITIES LLC · FOLSOM, CA
MONETA VENTURES, LLC · FOLSOM, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Folsom, CA
LPL FINANCIAL LLC · FOLSOM, CA
LPL FINANCIAL LLC · FOLSOM, CA
WELLS FARGO CLEARING SERVICES, LLC · FOLSOM, CA

More in Folsom, CA

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