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151 N 8Th Street, Suite 450, Lincoln, NE 68508 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-05-12 |
Branch Locations
112 Perkins Dr Ste 600, Chapel Hill, NC 27514-1787 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Mifflinburg | PA | 02/2015 | 09/2016 |
| Mifflinburg Bank & Trust Company | Mifflinburg | PA | 09/2014 | 09/2016 |
| Prime Real Estate Rentals Llc | Sunbury | PA | 06/2013 | 10/2017 |
| Waddell & Reed Inc | Raleigh | NC | 11/2016 | 11/2017 |
| Various Insurance Carriers For W&R Insurance Agencies | Wake Forest | NC | 11/2016 | 11/2017 |
| Mifflinburg Bank & Trust | Mifflinburg | PA | 09/2014 | 09/2016 |
| Principal Securities, Inc. | Raleigh | NC | 11/2017 | 03/2019 |
| Allstate Insurance Co | Raleigh | NC | 03/2019 | 12/2020 |
| Prime Real Estate Rentals, Llc | Sunbury | PA | 08/2014 | 01/2021 |
| Allstate Insurance Co | Northbrook | IL | 01/2021 | Present |
| Prime Real Estate Rentals | Sunbury | PA | 06/2015 | 09/2023 |
| Allstate Financial Services, Llc | Lincoln | NE | 01/2021 | Present |
| Allstate Financial Advisors, Llc | Lincoln | NE | 05/2022 | Present |
| Lee Mcpherson Agency | Chapel Hill | NC | 12/2020 | Present |
REAL ESTATE POSITION: Owner NATURE: Buy, sell and manage residential and vacation properties typically available for a short-term rental or long-term rentals. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: 509 Hallburg Ct, Wake Forest NC 27587, United States DESCRIPTION: Duties include all aspects of purchasing, selling, and managing real estate with focus on short term rentals and capital appreciation. Managing properties may include hiring of property managers, maintenance and cleaning personnel, bookkeeping, advertising, customer service, renovations/upgrades and research.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-15 |
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