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18881 West Dodge Road Suite 180E, Omaha, NE 68022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-08-27 |
Branch Locations
222 Center Street, Tamaqua, PA 18252 • United States
18881 West Dodge Road Suite 180E, Omaha, NE 68022 • 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 |
|---|---|---|---|---|
| Ameritas Investment Corp | Lincoln | NE | 10/2006 | 07/2024 |
| Seasons Change Financial | Tamaqua | PA | 12/2008 | 07/2026 |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | 07/2024 |
| Calton & Associates, Inc. | Tampa | FL | 08/2024 | Present |
| Iams Wealth Management | Omaha | NE | 08/2024 | Present |
| Senior Planning Group | Tamaqua | PA | 08/2024 | Present |
| Stellfox Financial | Tamaqua | PA | 07/2026 | Present |
LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * Stellfox Financial ; SAME AS BRANCH; INV REL; ANNUITIES AND INSURANCE; OWNER; START DATE=12/2008; HRS/MO=160; TRADING HRS/MO=160; FIND PROSPECTS AND ASSIST IN FIXED BUSINESS SALES * Name: Senior Planning Group, Role: Owner, Start Date: 09/01/2021, Investment Related?: Yes, Address: same as branch, Number of Hours/Mo: 80, Number of Hrs during trading hours: 80, Duties: Selling fixed insurance products. Registered Representative. Calton & Associates. Investment Related. 222 Center Street, Tamaqua, PA 18252. Provide trading and investment product services under the direction of Calton & Associates. 08/2024 - Present. 80 hours per month, 60 of which are during securities trading hours. Stellfox Enterprises, Non-Investment related; Tamaqua, PA; Created for the purpose of conducting fixed insurance business. Owner/Sole Proprietor; Entity has not been used for any business purpose.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-05 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-19 |
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