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151 N 8Th Street, Suite 450, Lincoln, NE 68508 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-05-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed - Family Leave Of Absence | Pleasanton | CA | 06/2016 | 08/2017 |
| Allstate Insurance Co | Northbrook | IL | 08/2017 | Present |
| Pleasanton Insurance & Financial Services, Inc | Fremont | CA | 08/2022 | Present |
| Allstate Financial Advisors, Llc | Lincoln | NE | 05/2024 | Present |
| Allstate Financial Services, Llc | Lincoln | NE | 10/2017 | Present |
RENTAL PROPERTY POSITION: Owner NATURE: Long term rental property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/15/2022 ADDRESS: 4358 River Gate Lane, Unit B, Little River SC 29566, United States DESCRIPTION: Owner of rental property - condominium ALLSTATE INSURANCE COMPANY (PLEASANTON INSURANCE & FINANCIAL SERVICES, INC) POSITION: Owner NATURE: Sale of Insurance including approved brokerage arrangements INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/01/2022 ADDRESS: 1713 Second St, Liivermore CA 94550-4329, United States DESCRIPTION: Management of insurance agency EVERLAKE TRAILING COMMISSIONS POSITION: Agent NATURE: Life Insurance trailing commissions from prior Allstate life insurance policies INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/02/2021 ADDRESS: 3100 Sanders Rd, Ste 300, Northbrook IL 60062, United States DESCRIPTION: Agent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 2017-07-21 |
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