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151 N 8Th Street, Suite 450, Lincoln, NE 68508 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2015-11-30 |
Branch Locations
302 Springfield Ave, Berkeley Heights, NJ 07922-1240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Somerset County Parks Commission | Bridgewater, | NJ | 05/2026 | Present |
| Allstate Insurance Co | Northbrook | IL | 11/2015 | Present |
| First Tee Of Raritan Valley | Kenilworth | NJ | 04/2018 | Present |
| Wdm Financial, Llc | Hillsborough | NJ | 04/2022 | Present |
| Allstate Financial Advisors Llc | Lincoln | NE | 11/2015 | Present |
| Allstate Financial Services Llc | Lincoln | NE | 11/2015 | Present |
-Renewal OF HEALTH INSURANCE PRODUCTS not investment related 79 Haverford Ct Hillsborough NJ 08844 duties: have a number of accounts which I have sold health insurance products that will renew throughout the year I assist them in the process of certification, renewal, additions, and terminations 2%; 2 hours per month; 0 hours per month during trades; 11/2/15 FIRST TEE OF RARITAN VALLEY POSITION: Certified Coach Level Ii NATURE: The First Tee is a National Organization developed to expose golf, life skills and healthy habits to youth age 7-17. The First Tee of Raritan Valley offers classes in the area at many golf locations throughout the Raritan Valley. I am a Certified Level I coach and plan on conducting lessons at various locations in my off time INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 04/07/2018 ADDRESS: Galloping Hill Learning Center, 1 Golf Drive, Kenilworth NJ 07033, United States DESCRIPTION: Organize the area for lessonsTake attendanceDiscuss one life skill a weekDiscuss one healthy habit a weekDemonstrate and instruct a basic golf skill at weekSet up are and take down areaLessone plans are supplied by the local chapter to follow FORMER ALLSTATE POSITION: EFS NATURE: Trailing Commissions from Everlake Life, Everlake Assurance , Lincoln Benefit Life, the Standard INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: 176 Hwy 202/31N, Ringoes NJ 08551, United States DESCRIPTION: As the agent that sold these products originally, I only receive trailing commissions SOMERSET COUNTY PARKS COMMISSION POSITION: Golf Course Ranger NATURE: Somerset County Parks Commission. Golf specifically INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 05/24/2026 ADDRESS: 355 Milltown Road, Bridgewater, NJ 08807, United States DESCRIPTION: I would be roaming the course in a golf cart making sure the pace of play in in order and encouraging golfers to move a bit quicker
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-09-30 |
| S65 | Uniform Investment Adviser Law Examination | 1999-09-30 |
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