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151 N 8Th Street, Suite 450, Lincoln, NE 68508 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-15 |
| NY | RA | APPROVED | 2021-05-15 |
Branch Locations
54 Sunnyside Blvd Ste H, Plainview, NY 11803 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| International Assets Investment Management, Llc | Fresh Meadows | NY | 09/2016 | 12/2016 |
| Allstate Insurance Co | Northbrook | IL | 12/2016 | Present |
| Unemployed | Westbury | NY | 05/2016 | 09/2016 |
| Allstate Financial Advisors, Llc | Lincoln | NE | 04/2018 | Present |
| Allstate Financial Services, Llc | Lincoln | NE | 04/2018 | Present |
WILTON LIFE INSURANCE TRAILS POSITION: Agent NATURE: Wilton Reassurance Life Insurance trails. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2026 ADDRESS: 25 Sullivan Dr., Jericho NY 11753, United States DESCRIPTION: Life Insurance trail revenue
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 2005-02-11 |
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