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151 N 8Th Street, Suite 450, Lincoln, NE 68508 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2017-03-10 |
Branch Locations
12447 Clarksville Pike 2B, Clarksville, MD 21029 • United States
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 |
|---|---|---|---|---|
| Essex Bank | Crofton | MD | 10/2012 | 02/2017 |
| Infinex Investments, Inc. | Crofton | MD | 10/2012 | 02/2017 |
| Allstate Insurance Co | Northbrook | IL | 02/2017 | Present |
| Allstate Financial Services, Llc | Lincoln | NE | 02/2017 | Present |
| Allstate Financial Advisors, Llc | Lincoln | NE | 03/2017 | Present |
| Lester Tarry Agency | Clarksville | MD | 03/2024 | Present |
TRAILING COMMISSIONS FROM EVERLAKE, LBL, AND POSSIBLY WINTON RE AND THE STANDARED POSITION: Agent NATURE: Servicing Allstate Legacy business for Everlake, LBL, Winton Re and The Standard accounts. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2025 ADDRESS: 12447 Clarksville Pike 2b, Clarksville MD 21029, United States DESCRIPTION: servicing customers for Allstate Legacy business
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-03-17 |
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