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Current Employers
Allstate Financial Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2022-05-12
  • NC RA
    APPROVED
    Since 2022-05-12

Branch Locations

112 Perkins Dr Ste 600, Chapel Hill, NC 27514-1787 • 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
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
  • 02/2015 → 09/2016
    Mifflinburg, PA
  • 09/2014 → 09/2016
    Mifflinburg Bank & Trust Company
    Mifflinburg, PA
  • 06/2013 → 10/2017
    Prime Real Estate Rentals Llc
    Sunbury, PA
  • 11/2016 → 11/2017
    Waddell & Reed Inc
    Raleigh, NC
  • 11/2016 → 11/2017
    Various Insurance Carriers For W&R Insurance Agencies
    Wake Forest, NC
  • 09/2014 → 09/2016
    Mifflinburg Bank & Trust
    Mifflinburg, PA
  • 11/2017 → 03/2019
    Raleigh, NC
  • 03/2019 → 12/2020
    Allstate Insurance Co
    Raleigh, NC
  • 08/2014 → 01/2021
    Prime Real Estate Rentals, Llc
    Sunbury, PA
  • 01/2021 → Present
    Allstate Insurance Co
    Northbrook, IL
  • 06/2015 → 09/2023
    Prime Real Estate Rentals
    Sunbury, PA
  • 01/2021 → Present
    Allstate Financial Services, Llc
    Lincoln, NE
  • 05/2022 → Present
    Lincoln, NE
  • 12/2020 → Present
    Lee Mcpherson Agency
    Chapel Hill, NC
Previous Registrations
  • 2019-03-25 → 2020-12-08
    Raleigh, NC
    Raleigh, NC
  • 2017-11-10 → 2019-04-05
    Raleigh, NC
  • 2016-11-16 → 2017-11-06
    Waddell & Reed
    Raleigh, NC
    Charlotte, NC
  • 2015-06-09 → 2016-09-02
    Mifflinburg, PA
  • 2015-10-28 → 2016-09-02
    Mifflinburg, PA
  • 2003-01-30 → 2003-10-21
    Amp Asset Management, Inc.
    Danville, PA
  • 2003-06-02 → 2003-08-08
    Msi Financial Services, Inc.
    Moosic, PA
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-05-15
  • S66 Uniform Combined State Law Examination
    2015-05-15
Other Names
  • Rea Ptacin
  • Rea Samuel Ptacin

View on SEC IAPD

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