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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-01-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capstone Financial Group | Folsom | CA | 05/2022 | 01/2023 |
| Amp Printing, Inc. | Dublin | CA | 09/2013 | 04/2022 |
| Ameritas Investment Company, Llc | Lincoln | NE | 10/2022 | Present |
| Ameritas Life Insurance Company | Lincoln | NE | 10/2022 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 01/2023 | Present |
| Capstone Financial Group | Folsom | CA | 01/2023 | Present |
| True Course Retirement | Folsom | CA | 06/2026 | Present |
CAPSTONE FINANCIAL GROUP; SAME AS BRANCH; INV REL; FINANCIAL SERVICES; FINANCIAL ADVISOR; START DATE=01/2023; HRS/MO=120; TRADING HRS/MO=80; MEET WITH PROSPECTS AND CLIENTS, DEVELOP FINANCIAL PLANS * INVESTMENT PROPERTY; NON INV REL; 1204 NEWMARK WAY, FOLSOM, CA 95630; RENTAL PROPERTY; OWNER; START DATE=05/1995; HRS/MO=4; TRADING HRS/MO=0; GBR REAL ESTATE & INVESTMENT CO., INC MANAGES THIS PROPERTY FOR US * dba TRUE COURSE RETIREMENT; INV REL; SAME AS BRANCH; DBA; FINANCIAL ADVISOR; START DATE=06/2026; HRS/MO=72; TRADING HRS/MO=48; MARKETING, FINANCIAL SERVICES AND RETIREMENT PLANNING SERVICES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-11 |
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