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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-12-16 |
| ID | RA | APPROVED | 2021-11-01 |
Branch Locations
3591 E 3Rd Avenue Ste 101, Post Falls, ID 83854 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Falcon Investments And Insurance, Inc. | Post Falls | ID | 09/1996 | Present |
| Usaf-Hq Air Reserve Personnel Center | Denver | CO | 10/2000 | 05/2020 |
| Cetera Advisors Llc | Denver | CO | 01/2013 | 12/2017 |
| Ameritas Investment Company, Llc | Lincoln | NE | 01/2018 | Present |
| Ameritas Life Insurance Company | Lincoln | NE | 01/2018 | Present |
| Capstone Financial Group | Folsom | CA | 01/2018 | Present |
| Washington Air National Guard (Wang) | Fairchild Afb | WA | 05/2020 | 11/2022 |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
FALCON INVESTMENTS AND INSURANCE, INC.; SAME AS BRANCH; INV REL; INSURANCE AND INVESTMENTS; PRESIDENT AND OWNER; START DATE=09/1996; HRS/MO=192; TRADING HRS/MO=99; INSURANCE AGENT/BROKER, MANAGE DAY-TO-DAY OPERATIONS * Capstone Financial Group; 2365 Iron Pointe Rd Ste 180, Folsom CA 95630; inv rel; insurance; Agent/Broker; start date=01/2018; hrs/mo=104; trading hrs/mo=52; agent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 1994-10-31 |
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