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Account
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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-11-01 |
Branch Locations
2530 Douglas Blvd Ste 170, Roseville, CA 95661 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Diligence Wealth Management, Llc | Roseville | CA | 04/2009 | Present |
| Ameritas Investment Corp | Lincoln | NE | 07/2012 | Present |
| Ameritas Life Insurance Corp | Lincoln | NE | 07/2012 | Present |
| Capstone Financial Group | Roseville | CA | 07/2012 | Present |
| A & E Family Enterprises Llc | Nampa | ID | 09/2004 | 12/2016 |
| Gameplan Financial Marketing | Palm Beach Gardens | FL | 09/2015 | 12/2019 |
| 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; INSURANCE AGENCY; AGENT; START DATE=07/2012; HRS/MO=15; TRADING HRS/MO=0; INSURANCE SALES * DILIGENCE WEALTH MANAGEMENT, LLC; SAME AS BRANCH; INV REL; INSURANCE AGENCY; OWNER; START DATE=04/2009; HRS/MO=160; TRADING HRS/MO=100; INSURANCE SALES * NRCHA National Reined Cow Horse Assoc.; 256 N Hwy 377, Pilot Point TX 76258; non-inv rel; hobby where I may be in a position to win money; Member; start date=10/2024; hrs/mo=10; trading hrs/mo=0; riding my horse
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-07-06 |
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