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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-10-24
  • WI RA
    APPROVED
    Since 2025-10-24

Branch Locations

4707 Executive Dr, San Diego, CA 92121-3091 • United States

6715 Green Bay Rd, Kenosha, WI 53142 • United States

2707 30Th Ave, Kenosha, WI 53144 • United States

5570 S Packard Ave, Cudahy, WI 53110 • United States

6715 Green Bay Rd, Kenosha, WI 53142 • United States

8400 West Forrest Home Ave, Greenfield, WI 53228 • United States

12800 W National Ave, New Berlin, WI 53151 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Allstate Insurance Co Chantilly VA 01/2014 12/2021
Allstate Distributors Llc Northbrook IL 07/2017 12/2021
Allstate Life Insurance Company Nortbrook IL 07/2017 12/2021
Crump Life Insurance Services Harrisburg PA 03/2022 06/2023
P.J. Robb Variable Corp. Memphis TN 04/2022 05/2023
Unemployed Kenosha WI 07/2023 11/2023
Allstate Insurance Co Northbrook IL 11/2023 09/2025
Magazine Jukebok Norfold VA 11/2021 03/2022
Allstate Financial Services, Llc Lincoln NE 11/2023 09/2025
Festival Foods Kenosha WI 06/2025 Present
Trustone Fin Credit Union Kenosha WI 09/2025 Present
Lpl Financial Llc Kenosha WI 09/2025 Present
  • 01/2014 → 12/2021
    Allstate Insurance Co
    Chantilly, VA
  • 07/2017 → 12/2021
    Allstate Distributors Llc
    Northbrook, IL
  • 07/2017 → 12/2021
    Allstate Life Insurance Company
    Nortbrook, IL
  • 03/2022 → 06/2023
    Crump Life Insurance Services
    Harrisburg, PA
  • 04/2022 → 05/2023
    P.J. Robb Variable Corp.
    Memphis, TN
  • 07/2023 → 11/2023
    Unemployed
    Kenosha, WI
  • 11/2023 → 09/2025
    Allstate Insurance Co
    Northbrook, IL
  • 11/2021 → 03/2022
    Magazine Jukebok
    Norfold, VA
  • 11/2023 → 09/2025
    Allstate Financial Services, Llc
    Lincoln, NE
  • 06/2025 → Present
    Festival Foods
    Kenosha, WI
  • 09/2025 → Present
    Trustone Fin Credit Union
    Kenosha, WI
  • 09/2025 → Present
    Kenosha, WI
Other Businesses

1) 09/22/2025 - Festival Foods - Not Investment Related - Outside/W-2 Employment - Start Date:06/23/2025 - 40 Hrs/Mth - 0 Hrs During Trading. 2) 10/08/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name TruStone Financial Advisors - Inv. Related- At reported business location(s) - Start Date:09/22/2025 - 160 Hrs/Mth - 128 Hrs During Trading.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-24
S63 Uniform Securities Agent State Law Examination 1990-09-28
  • S65 Uniform Investment Adviser Law Examination
    2025-10-24
  • S63 Uniform Securities Agent State Law Examination
    1990-09-28

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