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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-02 |
Branch Locations
3333 Michelson Dr, Irvine, CA 92612 • United States
620 Coolidge Dr Ste 190, Folsom, CA 95630 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ucla | Los Angeles | CA | 08/2020 | 05/2022 |
| Park Avenue Securities | Glendale | CA | 02/2023 | 06/2023 |
| Guardian Life Insurance Company | Glendale | CA | 04/2022 | 06/2024 |
| Torrey Pines High School | San Diego | CA | 08/2013 | 06/2017 |
| San Diego Mesa College | San Diego | CA | 08/2017 | 06/2020 |
| The Modern Honolulu | Honolulu | HI | 08/2017 | 06/2018 |
| Waterbar | San Diego | CA | 01/2019 | 03/2020 |
| Ameritas Investment Company, Llc | Lincoln | NE | 09/2024 | Present |
| Capstone Financial Group | Folsom | CA | 06/2023 | Present |
| Ameritas Life Insurance Company | Lincoln | NE | 09/2024 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 09/2025 | Present |
| Rh Benefits | Temecula | CA | 09/2025 | Present |
| Castle Capital Management | Irvine | CA | 04/2026 | 08/2026 |
Licensed as an Independent Insurance Agent to sell fixed insurance products * CAPSTONE FINANCIAL GROUP; SAME AS BRANCH; INV REL; PROSPECS & CASE DESIGN; AGENT; START DATE=06/2023; HRS/MO=40; TRADING HRS/MO=30; INSURANCE * RH BENEFITS; 41593 WINCHESTER RD #212, TEMECULA, CA, 92590; INV REL; HEALTH INSURANCE; AGENT; START DATE=09/2025; HRS/MO=8; TRADING HRS/MO=0; ASSIST INDIVIDUALS IN SELECTING AND ENROLLING IN MEDICARE-RELATED HEALTH INSURANCE PRODUCTS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 2024-10-09 |
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