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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American National | Galveston | TX | 01/2020 | 04/2022 |
| The Total Health & Fitness Expo | Sacramento | CA | 01/2015 | 12/2020 |
| Capstone Financial Group | Folsom | CA | 04/2022 | Present |
| Ameritas Investment Company, Llc | Lincoln | NE | 05/2024 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 02/2025 | Present |
| True Course Retirement | Folsom | CA | 07/2026 | Present |
CAPSTONE FINANCIAL GROUP; SAME AS BRANCH; INV REL; FINANCIAL SERVICES; AGENT; START DATE=04/2022; HRS/MO=160; TRADING HRS/MO=160 * TRUE COURSE RETIREMENT; NON INV REL; SAME AS BRANCH; ADVERTISING/MARKETING; ASSOCIATE; START DATE=07/2026; HRS/MO=20; TRADING HRS/MO=10; PRESENT PRESENTATIONS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-24 |
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