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Current Employers
Ameritas Advisory Services, Llc

5900 O Street, Lincoln, NE 68510 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-05-07
TX RA APPROVED 2025-05-07
  • PA RA
    APPROVED
    Since 2025-05-07
  • TX RA
    APPROVED
    Since 2025-05-07

Branch Locations

102 Broadway Street Suite 502, Carnegie, PA 15106 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mid Atlantic Capital Corporation Pittsburgh PA 02/2002 06/2024
Unemployed Moon Township PA 06/2024 11/2024
Beltz Financial Carnegie PA 11/2024 Present
Ameritas Investment Company, Llc Lincoln NE 01/2025 Present
Ameritas Advisory Services, Llc Lincoln NE 05/2025 Present
  • 02/2002 → 06/2024
    Mid Atlantic Capital Corporation
    Pittsburgh, PA
  • 06/2024 → 11/2024
    Unemployed
    Moon Township, PA
  • 11/2024 → Present
    Beltz Financial
    Carnegie, PA
  • 01/2025 → Present
    Ameritas Investment Company, Llc
    Lincoln, NE
  • 05/2025 → Present
    Lincoln, NE
Other Businesses

BELTZ FINANCIAL; INV REL; SAME AS BRANCH; FIXED INCOME SALES; AGENT; START DATE=11/2024; HRS/MO=160; TRADING HRS/MO=140; SALES OF FIXED INSURANCE, INCLUDING LIFE, LTC, ANNUITIES, DISABILITY

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-05
  • S66 Uniform Combined State Law Examination
    2025-05-05

View on SEC IAPD

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