Best Investors
Account
Sign in
Best Investors
Account
Sign in
5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-11-01 |
| TX | RA | APPROVED_RES | 2021-11-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameritas Investment Company, Llc | Lincoln | NE | 06/2006 | Present |
| Capstone Financial Group | Folsom | CA | 11/1989 | Present |
| Ameritas Life Insurance Company | Lincoln | NE | 06/2006 | Present |
| Capstone Financial Resources, Inc | Folsom | CA | 05/2005 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * CAPSTONE FINANCIAL GROUP; SAME AS BRANCH; INV REL; SELLING LIFE & DISABILITY INSURANCE; OWNER; START DATE=11/1989; HRS/MONTH=80; TRADING HRS/MO=40; SELLING INSURANCE * Capstone Financial Resources, Inc; same as branch; non-inv rel; selling and service of medical and dental insurance; President; start date=05/2005; hrs/mo=15; trading hrs/mo=0; recommend appropriate medical/dental insurance for our business clients
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 1990-12-19 |
Reach out to this advisor