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Allstate Financial Advisors, LLC CRD 109524
$142M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
151 N 8Th Street, Suite 450, Lincoln, NE 68508 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-01-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Saybrus Equity Services, Inc | Dallas | TX | 10/2016 | 12/2017 |
| Saybrus Partners | Hartford | CT | 10/2016 | 12/2017 |
| Beacon Capital Management | Dallas | TX | 07/2014 | 10/2016 |
| Edward Jones | St. Louis | MO | 01/2018 | 01/2020 |
| Allstate Insurance Co | Northbrook | IL | 01/2020 | Present |
| Allstate Financial Services, Llc | Lincoln | NE | 11/2019 | Present |
| Allstate Financial Advisors, Llc | Lincoln | NE | 01/2020 | Present |
PRINCIPAL POSITION: Contractor NATURE: Recurring fees from policy INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2014 ADDRESS: 5025 Meridian Lane, Unit 3101, Addison TX 75001, United States DESCRIPTION: Service if needes
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-29 |
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