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Current Employers
Allstate Financial Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-01-02
  • VA RA
    APPROVED
    Since 2025-01-02

Branch Locations

6711 Williamson Rd, Roanoke, VA 24019-4273 • 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
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
  • 06/2002 → Present
    Society Of Cic
    Austin, TX
  • 02/2013 → 12/2024
    Leesburg, VA
  • 03/2013 → 12/2024
    Bank Of America, N.A.
    Leesburg, VA
  • 12/2024 → Present
    Allstate Insurance Co
    Northbrook, IL
  • 09/2001 → Present
    The National Alliance For Insurance Education
    Austin, TX
  • 06/2002 → Present
    Grace Investments
    Bedford, VA
  • 01/2025 → 03/2026
    Thomas Insurance Agency
    Roanoke, VA
  • 12/2024 → Present
    Allstate Financial Services, Llc
    Lincoln, NE
  • 12/2024 → Present
    Lincoln, NE
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-03-09
S63 Uniform Securities Agent State Law Examination 2000-06-29
  • S66 Uniform Combined State Law Examination
    2012-03-09
  • S63 Uniform Securities Agent State Law Examination
    2000-06-29

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