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Kelly Elizabeth Wright

Allstate Financial Advisors, LLC

Boerne, TX

CRD 2835310

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Employer firm

Allstate Financial Advisors, LLC CRD 109524

$142M regulatory AUM

Reported services (Item 5G)

  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Allstate Financial Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-05-25
  • TX RA
    APPROVED
    Since 2018-05-25

Branch Locations

Boerne, TX • 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
Wells Fargo Advisors, Llc San Jose CA 11/2013 11/2016
Wells Fargo Clearing Services, Llc San Jose CA 11/2016 05/2018
Allstate Insurance Co Northbrook IL 05/2018 Present
Allstate Financial Advisors, Llc Lincoln NE 05/2018 Present
Allstate Financial Services, Llc Lincoln NE 05/2018 Present
Previous Registrations
  • 2013-12-04 → 2018-05-07
    Charlotte, NC
    San Jose, CA
    Washington, DC
  • 2011-12-21 → 2013-06-04
    Mclean, VA
  • 2007-07-23 → 2011-12-16
    Grove Point Investments, Llc
    Rockville, MD
    Rockville, MD
    Annapolis, MD
    Crofton, MD
  • 2005-05-12 → 2007-02-22
    Ferris, Baker Watts, Llc
    Washington, DC
    Washington, DC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-03-11
  • S66 Uniform Combined State Law Examination
    2005-03-11
Other Names
  • Kelly Elizabeth Wright
  • Kelly Elizabeth Boney

View on SEC IAPD

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