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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-05-07 |
| TX | RA | APPROVED | 2025-05-07 |
Branch Locations
102 Broadway Street Suite 502, Carnegie, PA 15106 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-05 |
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