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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-08-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pillsbury Associates Insurance & Benefits | Chico | CA | 01/1990 | Present |
| Securities America, Inc. | Chico | CA | 01/2009 | 07/2022 |
| Securities America Advisors, Inc. | Lavista | NE | 01/2009 | 08/2022 |
| Ameritas Investment Company, Llc | Lincoln | NE | 08/2022 | Present |
| Ameritas Life Insurance Company | Lincoln | NE | 08/2022 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 08/2022 | Present |
| Capstone Financial Group | Folsom | CA | 07/2015 | Present |
PILLSBURY ASSOCIATES INSURANCE & BENEFITS; SAME AS BRANCH; INV REL; SALES & SERVICE OF LIFE PRODUCTS; PRESIDENT/CEO; START DATE=1990; HRS/MO=100; TRADING HRS/MO=100; SALES & SERVICE OF LIFE PRODUCTS * CAPSTONE FINANCIAL GROUP; 620 COOLIDGE DR STE 165, FOLSOM, CA, 95630; INV REL; FINANCIAL SERVICES; AGENT; START DATE=07/2015; HRS/MO=80; TRADING HRS/MO=80; FINANCIAL SERVICES
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-06-07 |
| S65 | Uniform Investment Adviser Law Examination | 1999-12-31 |
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