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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-11-01 |
Branch Locations
102 Broadway Street Suite 502, Carnegies, PA 15106 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Prudential Insurance Co. Of America | Newark | NJ | 07/2015 | 09/2016 |
| Pruco Securites, Llc | Newark | NJ | 07/2015 | 09/2016 |
| Massmutual | Pittsburgh | PA | 09/2016 | 05/2019 |
| Mml Investors Services | Pittsburgh | PA | 09/2016 | 05/2019 |
| Ameritas Investment Corp | Lincoln | NE | 06/2019 | Present |
| Ameritas Life Insurance Corp | Lincoln | NE | 05/2019 | Present |
| Beltz Financial Group | Carnegie | PA | 06/2019 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
Beltz Financial Group; same as branch; inv rel; sell and solicit the sale of fixed insurance products-life insurance, disability and LTC insurance, fixed and indexed annuities; Owner; start date=06/2019; hrs/mo=160; trading hrs/mo=100; market and discuss risk management needs with businesses and individuals
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-08-20 |
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