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151 N 8Th Street, Suite 450, Lincoln, NE 68508 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Investment Services, Inc. | Eustis | FL | 08/2015 | 11/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Apopka | FL | 11/2016 | 10/2017 |
| Bank Of America, N.A. | Apopka | FL | 11/2016 | 10/2017 |
| Allstate Insurance Company | Kissimmee | FL | 09/2017 | 05/2021 |
| Fidelity Investments | Orlando | FL | 05/2021 | 05/2022 |
| Regions Bank | Orlando | FL | 06/2022 | 09/2025 |
| Cetera Investment Services Llc | Saint Cloud | MN | 06/2022 | 09/2025 |
| Cetera Investment Advisers Llc | Orlando | FL | 06/2022 | 09/2025 |
| Allstate Insurance Co | Northbrook | IL | 04/2026 | Present |
| Allstate Financial Services, Llc | Lincoln | NE | 04/2026 | Present |
| Unemployed | Altamonte Springs | FL | 10/2025 | 03/2026 |
| Allstate Financial Advisors, Llc | Lincoln | NE | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 1996-02-29 |
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