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151 N 8Th Street, Suite 450, Lincoln, NE 68508 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2023-10-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Haddonfield | NJ | 06/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Haddonfield | NJ | 11/2016 | 12/2016 |
| Juliana Planning Group, Llc | Trenton | NJ | 03/2017 | Present |
| Allstate Insurance Co | Northbrook | IL | 03/2017 | Present |
| Allstate Financial Services, Llc | Lincoln | NE | 03/2017 | Present |
| Allstate Financial Advisors, Llc | Lincoln | NE | 03/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-04-11 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-20 |
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