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151 N 8Th Street, Suite 450, Lincoln, NE 68508 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2018-08-15 |
Branch Locations
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial | Oklahoma City | OK | 06/2016 | 02/2018 |
| Massmutual Life Insurance Company | Tulsa | OK | 03/2018 | 07/2018 |
| Mml Investors Services, Llc | Tulsa | OK | 04/2018 | 07/2018 |
| Allstate Insurance Co | Northbrook | IL | 07/2018 | Present |
| Chas D Thomas Trust | Tulsa | OK | 01/1971 | Present |
| Mvtt Enterprizes Inc | Tulsa | OK | 04/2015 | Present |
| Allstate Financial Services, Llc | Lincoln | NE | 07/2018 | Present |
| Allstate Financial Advisors, Llc | Lincoln | NE | 08/2018 | Present |
CHAS D THOMAS TRUST POSITION: Secretary/Treasurer NATURE: Family Trust INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1971 ADDRESS: PO box 52385, Tulsa OK 74152, United States DESCRIPTION: Oversight of accounting & Taxation MARY V THOMAS TROTTER POSITION: owner NATURE: These are inherited oil and gas royalty revenueand workinginterests located in OK, LA, NM, TX. The Royalty checksare received and deposited. It is passive income INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/31/1981 ADDRESS: 3914 E 64th Place, Tulsa OK 74136, United States DESCRIPTION: maintain current accounting and tax records maintaindivision orders from purchasers keep and update property files MVTT ENTERPRIZES INC POSITION: Principal/Owner NATURE: Renewals Commissions INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/01/2015 ADDRESS: 3914 E 64th PL, Tulsa OK 74136, United States DESCRIPTION: None THOMAS LAND CO. INC./FAMILY FARM POSITION: Secretary-Teasurer NATURE: Family Farming INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1994 ADDRESS: PO Box 82385, Tulsa OK 74152, United States DESCRIPTION: As Secretary-Treasurer I oversee the accounting records & verify tax returns MARY V TROTTER POSITION: Agent NATURE: Commissions and renewals from life product sales from Everlake INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 05/02/2025 ADDRESS: 3914 E 64th PL, Tulsa OK 74136, United States DESCRIPTION: Acting in the best interest of the customer to perform annual reviews and convert term life insurance should it be the best solution
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 2016-08-09 |
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