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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-10-27 |
| CA | RA | APPROVED | 2021-11-01 |
Branch Locations
1990 S Bundy Dr Ste 450, Los Angeles, CA 90025 • United States
Van Nuys, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameritas Investment Corp. | Lincoln | NE | 06/2006 | Present |
| Ameritas Life Insurance Company | Lincoln | NE | 06/2006 | Present |
| Ameritas Life Insurance Corp Of New York | New York | NY | 04/2010 | Present |
| Prb Insurance And Financial Services, Inc./Sumcal | Los Angeles | CA | 01/1991 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
| Capstone Financial | Folsom | CA | 01/2018 | Present |
LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * MUSICIAN; SAME AS RESIDENCE; NON-INV REL; MUSICAL RECORDING SALES, INCLUDING STREAMING, DOWNLOADS AND CD SALES; MUSICIAN; START DATE=08/1982; HRS/MO=12; TRADING HRS/MO=5; SEMI-PROFESSIONAL MUSICIAN-OCCASIONAL PERFORMANCES, MUSIC LESSONS FROM TIME TO TIME, CD AND DIGITAL DOWNLOAD SALES, POTENTIAL MUSIC LICENSING FEES * PRB INSURANCE AND FINANCIAL SERVICES, INC./SUMCAL; SAME AS BRANCH; LIFE INSURANCE AGENCY, PENSION AND RETIREMENT PLAN TPA; INDEPENDENT LIFE AGENT; START DATE=01/1991; HRS/MO=30; TRADING HRS/MO=120; SELL AND SERVICE LIFE, DISABILITY AND HEALTH INSURANCE AND FIXED ANNUITIES * Independent Visual Artist; same as residence; non-inv rel; part-time visual artist, occasionally exhibits art for sale in galleries; Artist; start date=06/2011; hrs/mo=15; trading hrs/mo=0; creates art works several times/annually for show a year for show * Capstone Financial; 620 Coolidge Dr #165, Folsom, CA 95630; inv-rel; Securities business; Registered Representative; start date=01/2018; hrs/mo=40; trading hrs/mo=40; registered representative for securities business
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-12-24 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-29 |
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