Patrick Kevin Lee

Current Employers

Allstate Financial Advisors, Llc

151 N 8Th Street, Suite 450, Lincoln, NE 68508 • United States

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2023-05-08

MI RA
APPROVED

Since 2023-05-08

Branch Locations

9145 Highland Rd, White Lake, MI 48386-2033 • United States

Disclosures

2 disclosure categories 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.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Allstate Insurance Co	Northbrook	IL	07/2007	Present
Allstate Financial Advisors Llc	Lincoln	NE	03/2023	Present
Allstate Financial Services Llc	Lincoln	NE	07/2007	Present

07/2007 → Present

Allstate Insurance Co

Northbrook, IL
03/2023 → Present

Allstate Financial Advisors Llc

Lincoln, NE
07/2007 → Present

Allstate Financial Services Llc

Lincoln, NE

Other Businesses

LBL EVERLAKE THE STANDARD POSITION: EFS NATURE: life insurance products INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2025 ADDRESS: 9145 Highland Rd, White Lake MI 48386, United States DESCRIPTION: agent

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-03-16
S63	Uniform Securities Agent State Law Examination	1996-04-26

S65 Uniform Investment Adviser Law Examination

2023-03-16
S63 Uniform Securities Agent State Law Examination

1996-04-26

View on SEC IAPD

Current Employers

Allstate Financial Advisors, Llc

Disclosures

Employment History

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

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