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Scott Morris Peterzell

Allstate Financial Advisors, LLC

Atlanta, GA

CRD 2945270

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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
GA RA APPROVED 2024-02-29
  • GA RA
    APPROVED
    Since 2024-02-29

Branch Locations

3133 Maple Dr Ne Ste 100, Atlanta, GA 30305-2509 • 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 05/2002 Present
First Option Mortgage Atlanta GA 05/2017 07/2020
Allstate Financial Advisors, Llc Lincoln NE 02/2024 Present
Allstate Financial Services, Llc Lincoln NE 09/2009 Present
  • 05/2002 → Present
    Allstate Insurance Co
    Northbrook, IL
  • 05/2017 → 07/2020
    First Option Mortgage
    Atlanta, GA
  • 02/2024 → Present
    Lincoln, NE
  • 09/2009 → Present
    Allstate Financial Services, Llc
    Lincoln, NE
Other Businesses

EFS RENEWALS POSITION: Owner NATURE: Renewals from Everlake and LBL INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 08/01/2025 ADDRESS: 74 Mobile avenue, Atlanta GA 30305, United States DESCRIPTION: Renewals and term conversions

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-22
S63 Uniform Securities Agent State Law Examination 2002-05-20
  • S65 Uniform Investment Adviser Law Examination
    2024-02-22
  • S63 Uniform Securities Agent State Law Examination
    2002-05-20
Other Names
  • Scott Peterzell

View on SEC IAPD

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