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 |
Branch Locations
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 |
| Capstone Accountancy Inc | Folsom | CA | 01/2007 | Present |
| Capstone Financial Group | Folsom | CA | 01/2016 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
| Next Peak Financial Group | Folsom | CA | 01/2023 | 03/2023 |
*CAPSTONE ACCOUNTANCY INC; SAME AS BRANCH; NON-INV REL; TAX PREP & ACCOUNTING; OWNER; START DATE=01/2007; HRS/MO=100; TRADING HRS/MO=65; ACCOUNTING AND TAX SERVICES; *Capstone Financial Group; same as branch; inv rel; fixed life insurance sales; Agent; start date=01/2016; hrs/mo=10; trading hrs/mo=10; insurance agent; *HEART Investments, LLC; same as branch; non-inv rel; LLC was formed to hold 2 office condos that were purchased in March 2019-one condo is rented to Capstone Accountancy Inc, the second condo is rented to an unrelated third party; Manager; start date=01/2019; hrs/mo=2; trading hrs/mo=0; I am responsible for all financial aspects of operating the underlying rental property as well as other typical duties of a landlord
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-04-06 |
Reach out to this advisor