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151 N 8Th Street, Suite 450, Lincoln, NE 68508 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2018-08-17 |
Branch Locations
1700 Northside Dr Ste C1, Atlanta, GA 30318-2696 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Capital Asset Advisory Services, Llc | Haslett | MI | 05/2016 | 10/2016 |
| Allstate Insurance Co | Northbrook | IL | 11/2016 | 08/2017 |
| Patriot Group Llc | Atlanta | GA | 04/2017 | 07/2018 |
| Allstate Financial Services | Lincoln | NE | 01/2017 | 08/2017 |
| Capital Asset Advisory Services, Llc | Haslett | MI | 08/2017 | 02/2018 |
| Allstate Insurance Co | Northbrook | IL | 07/2018 | Present |
| Nexa Mortgage | Chandler | AZ | 11/2024 | 07/2026 |
| Westside Insurance Group | Atlanta | GA | 08/2018 | Present |
| Allstate Financial Services, Llc | Lincoln | NE | 08/2018 | Present |
| Crosscountry Mortgage | Cleveland | OH | 07/2026 | Present |
CROSSCOUNTRY MORTGAGE POSITION: Mortgage Loan Originator NATURE: Retail Mortgage Lending. INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 0 START DATE: 07/06/2026 ADDRESS: 2160 Superior Avenue, CLEVELAND OH 44114, United States DESCRIPTION: Serve as Mortgage Loan Originator with CrossCountry Mortgage producing Conventional, VA, FHA, USDA, and Commerical loans.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 2002-05-20 |
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