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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-09 |
Branch Locations
4280 N Hwy 19A Ste 9, Mount Dora, FL 32757-2220 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 08/2014 | 07/2017 |
| Sequoia Financial Group, Llc | Tampa | FL | 09/2017 | 09/2018 |
| Allstate Insurance Company | Palm Harbor | FL | 10/2018 | 10/2022 |
| Securities America, Inc. | Tampa | FL | 10/2022 | 06/2024 |
| Securities America Advisors | Tampa | FL | 10/2022 | 06/2024 |
| Osaic Wealth, Inc | Tampa | FL | 06/2024 | 12/2024 |
| Viking Cruise Lines | Longwood | FL | 11/2024 | 05/2025 |
| Home Depot | Tampa | FL | 10/2024 | 11/2024 |
| Allstate Insurance Co | Northbrook | IL | 05/2025 | Present |
| Allstate Financial Services, Llc | Lincoln | NE | 05/2025 | Present |
| Allstate Financial Advisors, Llc | Lincoln | NE | 05/2025 | Present |
EVERLAKE POSITION: Financial Representative NATURE: no new business, just trailing commissions after Allstate sold off the life insurance business INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/02/2025 ADDRESS: 1060 W State road 434, Longwood FL 32779, United States DESCRIPTION: none
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-05 |
| S63 | Uniform Securities Agent State Law Examination | 2004-11-05 |
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