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Current Employers
Allstate Financial Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2023-11-02
  • MD RA
    APPROVED
    Since 2023-11-02

Branch Locations

405 Floral Vale Blvd, Yardley, PA 19067-5526 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Merrill Lynch/Bank Of America Dover DE 04/2001 04/2017
Raymond James Financial Services, Inc Chestertown MD 04/2017 11/2018
Raymond James Financial Services Advisors Inc. Chestertown MD 04/2017 11/2018
Cabi/Self Employed Chesapeake City MD 11/2016 06/2018
Allstate Insurance Co Northbrook IL 02/2019 Present
Zeiders Enterprises Aberdeen MD 05/2020 Present
Magellan Federal North East MD 06/2020 Present
Allstate Financial Services, Llc Lincoln NE 02/2019 Present
Allstate Financial Advisors, Llc Lincoln NE 03/2019 Present
Lester Tarry Agency Pasadena MD 03/2024 Present
Brendan Schuck Agency Yardley PA 03/2024 Present
Lsa Securities, Llc Lincoln NE 09/2025 Present
  • 04/2001 → 04/2017
    Merrill Lynch/Bank Of America
    Dover, DE
  • 04/2017 → 11/2018
    Raymond James Financial Services, Inc
    Chestertown, MD
  • 04/2017 → 11/2018
    Chestertown, MD
  • 11/2016 → 06/2018
    Cabi/Self Employed
    Chesapeake City, MD
  • 02/2019 → Present
    Allstate Insurance Co
    Northbrook, IL
  • 05/2020 → Present
    Zeiders Enterprises
    Aberdeen, MD
  • 06/2020 → Present
    Magellan Federal
    North East, MD
  • 02/2019 → Present
    Allstate Financial Services, Llc
    Lincoln, NE
  • 03/2019 → Present
    Lincoln, NE
  • 03/2024 → Present
    Lester Tarry Agency
    Pasadena, MD
  • 03/2024 → Present
    Brendan Schuck Agency
    Yardley, PA
  • 09/2025 → Present
    Lsa Securities, Llc
    Lincoln, NE
Previous Registrations
Other Businesses

MAGELLAN FEDERAL POSITION: Personal Financial Counselor NATURE: Magellan Federal is an industry leader in military and family support. Our company's reputation is based on providing top quality service with exceptional, dedicated employees. This approach has earned client confidence and repeat business from satisfied customers. Magellan employees support clients worldwide in behavioral health, military family resiliency, work-life education programs, and related services. We seek individuals with strong passion for what we do and our commitment to quality service. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 06/01/2020 ADDRESS: 229 Tournament Cir, North East MD 21901, United States DESCRIPTION: Service Members and their families will require financial counseling and education to assist with establishing a basic level of financial literacy, good financial behavior and habits, long term financial planning to include retirement planning. Identifying immediate and long range measures to increase income, reduce household expenditures, and avoid additional financial burdens.Personal budget/financial planning to reduce, eliminate, and avoid debt and to achieve solvency and stability.Teaching Service members (and their families) money management techniques to encourage them to live within their means.Understanding credit, finance charges, interest rates and the implications of only paying the minimum amount each month.Educating military families on the importance of maintaining excellent credit histories and ratings.Educating and counseling Service Members - about their military retirement systems and providing financial models to assist them in establishing a comprehensive retirement plan.Teaching Service Members and their families how to save for emergencies, unanticipated contingencies, and both short and long-term goals.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-10-25
  • S66 Uniform Combined State Law Examination
    2002-10-25
Designations
Other Names
  • Niki Renee Rhoderick
  • Niki Rhoderick Gray
  • Niki Renee Gray

View on SEC IAPD

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