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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-02-20 |
| TX | RA | APPROVED | 2026-02-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| La Guadalupana | Memphis | TN | 06/2007 | 11/2018 |
| Christian Brothers University | Memphis | TN | 08/2012 | 12/2016 |
| New York Life Insurance Co | Memphis | TN | 08/2017 | 02/2024 |
| Nylife Securities Llc | Memphis | TN | 03/2018 | 02/2024 |
| Eagle Strategies Llc | Germantown | TN | 11/2023 | 02/2024 |
| Pinnacle Wealth Group, Llc | Memphis | TN | 02/2024 | Present |
| Ameritas Investment Company, Llc | Lincoln | NE | 04/2024 | 12/2024 |
| Ameritas Advisory Services, Llc | Lincoln | NE | 04/2024 | 12/2024 |
| Castelan Tax Services | Memphis | TN | 01/2025 | Present |
| Ameritas Investment Company, Llc | Lincoln | NE | 02/2026 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 02/2026 | Present |
PINNACLE WEALTH GROUP, LLC; INV REL; SAME AS BRANCH; INSURANCE AND FIXED ANNUITY SALES; OWNER; START DATE=02/2024; HRS/MO=150; TRADING HRS/MO=100; SELLING INSURANCE PRODUCTS * CASTELAN TAX SERVICES, LLC; NON-INV REL; SAME AS BRANCH; TAX PREPARATION; OWNER; START DATE= 01/2025; HRS/MO=5; TRADING HRS/MO=0; TAX PREPARER FOR INDIVIDUAL AND BUSINESS RETURNS * CASTELAN CAPITAL; NON-INV REL; SAME AS RESIDENCE; PERSONAL ASSETS IN TRUST; OWNER; START DATE= 01/2025; HRS/MO=0; TRADING HRS/MO=0; LLC FOR PERSONAL ASSETS IN TRUST
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-18 |
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