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4101 Lake St. Louis Blvd, Lake St. Louis, MO 63367 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2026-01-02 |
| AZ | RA | APPROVED | 2025-12-19 |
| NV | RA | APPROVED | 2025-12-18 |
| OR | RA | APPROVED | 2025-12-18 |
| CA | RA | APPROVED | 2025-12-17 |
| CO | RA | APPROVED | 2025-12-17 |
| TX | RA | APPROVED_RES | 2025-12-17 |
| UT | RA | APPROVED | 2025-12-17 |
| WA | RA | APPROVED | 2025-12-17 |
Branch Locations
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 |
|---|---|---|---|---|
| Bankers Life | Campbell | CA | 10/2015 | 02/2017 |
| Bankers Life Securities Inc | Campbell | CA | 06/2016 | 02/2017 |
| Penn Mutual Life Ins. Co | Horsham | PA | 02/2017 | 06/2017 |
| Hornor Townsend & Kent Inc | Horsham | PA | 02/2017 | 06/2017 |
| Allstate Insurance Co | Northbrook | IL | 06/2017 | Present |
| Negado Insurance & Financial Services | San Jose | CA | 06/2017 | Present |
| Pan Moving & Storage, Llc Dbatony's Sons Moving And Storage | Rancho Cordova | CA | 11/2021 | 09/2023 |
| Allstate Financial Services, Llc | Lincoln | NE | 06/2017 | Present |
Negado Insurance & Financial Services, Investment Related, Marketing insurance & financial services. DBA., Owner, Start Date: 01/01/2017. Hours/month: 160, Hours/month during securities: 160, Address: Branch Address Reported on U-4 4208 Dubhe Court, Concord, CA 94521, Not Investment Related, Rental Property, Owner, Start Date: 06/01/2025. Hours/month: 1, Hours/month during securities: 0, Address: Branch Address Reported on U-4 Canoe and Current Wealth Strategies, Investment Related, DBA. Marketing insurance and financial services., Owner, Start Date: 08/01/2025, Hours/month: 160, Hours/month during securities: 160, Address: Branch Address Reported on U-4 Canoe and Current Publishing, Investment Related, DBA. Marketing books related to financial planning authored by Rep. Rep has self published a book in the past, and is currently working on publishing a book with a publisher., Owner, Start Date: 12/18/2025, Hours/month: 30, Hours/month during securities: 0, Address: Branch Address Reported on U-4
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-08-03 |
| S65 | Uniform Investment Adviser Law Examination | 2001-05-09 |
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