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151 N 8Th Street, Suite 450, Lincoln, NE 68508 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-07-26 |
Branch Locations
35 Pinelawn Rd Ste 123, Melville, NY 11747-3121 • 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 |
|---|---|---|---|---|
| Stockcross Financial Services | Beverly Hills | CA | 03/2016 | 10/2020 |
| Allstate Insurance Co | Northbrook | IL | 10/2020 | Present |
| Wrig Agency Inc. Dba Wayne Klatt Allstate | Garden City | NY | 04/2021 | Present |
| Allstate Financial Services, Llc | Lincoln | NE | 10/2020 | Present |
| Allstate Financial Advisors, Llc | Lincoln | NE | 11/2020 | Present |
WILTON POSITION: AGENT NATURE: THIS IS A LIFE INSURANCE COMPANY WHICH I RECEIVE TAILING COMMISSIONS INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: 187 DANBURUY RD, WILTON CT 06897, United States DESCRIPTION: ALL I DO IS RECIEVE TRAILING COMMISSIONS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-11 |
| S63 | Uniform Securities Agent State Law Examination | 2002-12-09 |
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