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151 N 8Th Street, Suite 450, Lincoln, NE 68508 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Society Of Cic | Austin | TX | 06/2002 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Leesburg | VA | 02/2013 | 12/2024 |
| Bank Of America, N.A. | Leesburg | VA | 03/2013 | 12/2024 |
| Allstate Insurance Co | Northbrook | IL | 12/2024 | Present |
| The National Alliance For Insurance Education | Austin | TX | 09/2001 | Present |
| Grace Investments | Bedford | VA | 06/2002 | Present |
| Thomas Insurance Agency | Roanoke | VA | 01/2025 | 03/2026 |
| Allstate Financial Services, Llc | Lincoln | NE | 12/2024 | Present |
| Allstate Financial Advisors, Llc | Lincoln | NE | 12/2024 | Present |
THE NATIONAL ALLIANCE FOR INSURANCE EDUCATION POSITION: Faculty Instructor NATURE: Instruct on the topic of life and health insurance mainly for candidates seeking their CIC insurance designation INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 09/11/2001 ADDRESS: 3630 North Hills Drive, Austin TX 78731, United States DESCRIPTION: Teach students on life and health insurance topics in order to prepare them for an exam they need to pass to help acheive their CIC designation GRACE INVESTMENTS POSITION: Partner NATURE: Own a 50% interest in Grace Investments which owns a small commercial office building in Leesburg, Va that is rented out to. a tenant INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2002 ADDRESS: 3109 Headens Bridge Rd, Bedford VA 24524, United States DESCRIPTION: Very little time expended annually on this. I get involved if we need a new tenant, or if the tenant contacts me with any maintenance needs of the property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-03-09 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-29 |
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