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Current Employers
Allstate Financial Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2012-04-18
  • NJ RA
    APPROVED
    Since 2012-04-18

Branch Locations

567 Broadway, Westwood, NJ 07675-1601 • 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
Allstate Insurance Co Northbrook IL 04/2012 Present
Sullivan Financial Group Llc. Westwood NJ 03/2016 Present
Sullivan Group Nh, Llc Dover NH 03/2024 Present
Patriot Drive Leasing, Llc Dover NH 03/2024 Present
Patriot Drive Leasing Llc Westwood NJ 11/2023 Present
Sullivan Group Nh Llc Westwood NJ 11/2023 Present
Allstate Financial Advisors, Llc Lincoln NE 04/2012 Present
Allstate Financial Services, Llc Lincoln NE 04/2012 Present
  • 04/2012 → Present
    Allstate Insurance Co
    Northbrook, IL
  • 03/2016 → Present
    Sullivan Financial Group Llc.
    Westwood, NJ
  • 03/2024 → Present
    Sullivan Group Nh, Llc
    Dover, NH
  • 03/2024 → Present
    Patriot Drive Leasing, Llc
    Dover, NH
  • 11/2023 → Present
    Patriot Drive Leasing Llc
    Westwood, NJ
  • 11/2023 → Present
    Sullivan Group Nh Llc
    Westwood, NJ
  • 04/2012 → Present
    Lincoln, NE
  • 04/2012 → Present
    Allstate Financial Services, Llc
    Lincoln, NE
Previous Registrations
  • 2010-11-10 → 2011-08-23
    Msi Financial Services, Inc.
    Short Hills, NJ
    Iselin, NJ
Other Businesses

INDEPENDENT INSURANCE AGENT SELLING LIFE/ACCIDENT/HEALTH,P&C FOR 10HRS/SECURITIES TRADING 0HRS/EVENINGS & WKNDS SINCE 09/2010/ 100 WALNUT AVE CLARK NJ 07066 / NOT INVESTMENT RELATED STEPHEN SULLIVAN POSITION: Allstate Agent NATURE: trailing commissions form Everlake, The Standard and other approved entities formerly associated with Allstate INVESTMENT RELATED: No NUMBER OF HOURS: 0SECURITIES TRADING HOURS: 0 START DATE: 07/02/2025 ADDRESS: 567 Broadway, Westwood NJ 07675, United States DESCRIPTION: collecting trail commissions. Patriot Drive Leasing LLC POSITION: Partner NATURE: Patriot Drive Leasing owns the Condo Unit that NH Allstate Agency rents. Property Owner. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/16/2023 ADDRESS: 567 Broadway, Westwood NJ 07675, United States DESCRIPTION: Patriot Drive LLC rents the office space to NH Allstate Agency. As unit owner is responsible for rent collection and working with HOA as necessary. Sullivan Group NH LLC POSITION: Officer NATURE: LLC was created to run payroll for NH agency. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/02/2025 ADDRESS: 567 Broadway, Westwood NJ 07675, United States DESCRIPTION: as managing partner i will oversee payroll processing via this llc.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-11-08
S63 Uniform Securities Agent State Law Examination 2010-08-06
  • S65 Uniform Investment Adviser Law Examination
    2010-11-08
  • S63 Uniform Securities Agent State Law Examination
    2010-08-06
Other Names
  • Steve Sullivan

View on SEC IAPD

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