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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-11-17 |
| CA | RA | APPROVED | 2021-11-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jhfn Sii | Walnut Creek | CA | 05/2011 | 04/2018 |
| Ameritas Life Insurance Corp | Lincoln | NE | 04/2018 | Present |
| Ameritas Investment Corp | Lincoln | NE | 04/2018 | Present |
| Capstone Financial Group | Folsom | CA | 03/2018 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
CAPSTONE FINANCIAL GROUP; SAME AS BRANCH; INV REL; SALES OF FIXED INSURANCE PRODUCTS; LIFE INSURANCE AGENT; START DATE=03/2018; HRS/MO=400; TRADING HRS/MO=200; WORK WITH INDIVIDUALS AND BUSINESSES ON WEALTH PLANNING, LOSS PREVENTON THROUGH LIFE INSURANCE PRODUCTS;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 2006-08-23 |
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