Daniel Jonathan Shelly

Current Employers

Employment History

• 10/2016 → Present
  Capstone Financial Group
  Folsom, CA
• 07/2013 → 10/2016
  Heritage Community Credit Union
  Sacramento, CA
• 07/2016 → 05/2019
  Cascading Falls Inc.
  Roseville, CA
• 12/2016 → Present
  Ameritas Investment Corp
  Lincoln, NE
• 12/2016 → Present
  Ameritas Life Insurance Corp
  Lincoln, NE
• 03/2020 → Present
  Cascading Falls Incorporated
  Roseville, CA
• 11/2021 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE
• 09/2022 → Present
  Rate Tracker Payments, Llc
  Richfield, OH
• 07/2026 → Present
  True Course Retirement
  Folsom, CA

Other Businesses

Capstone Financial Group; same as branch; inv rel; we offer life insurance, disability insurance, health insurance and annuities; Associate; start date=10/2016; hrs/mo=160; trading hrs/mo=100; I provide life insurance, disability income insurance and other fixed products to clients * Cascading Falls Incorporated; 3361 Central Ave, Roseville CA 95747; non-inv rel; landscape construction and remodels for new and existing homes in the Greater Sacramento, CA area; Landscape Estimator; start date=03/2020; hrs/mo=24; trading hrs/mo=0; meet with homeowners looking to have a new landscaping or remodel of their existing landscape and I provide an estimate * Rate Tracker Payments LLC; 5145 Brecksville Rd, STE 305 Richfield, Ohio 44286; non-inv rel; payment processing service sales; start date=9/2022; hrs/mo 10; trading hrs/mo=0 b2b prospecting of payment processing tools * 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

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-09-17
• S63 Uniform Securities Agent State Law Examination
  2017-02-02

Other Names

• David Jonathan Shelly