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151 N 8Th Street, Suite 450, Lincoln, NE 68508 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2011-06-24 |
Branch Locations
1020 Elden St Ste 201, Herndon, VA 20170-3862 • 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 |
|---|---|---|---|---|
| Allstate Insurance Co | Northbrook | IL | 06/2011 | Present |
| Velvet Suite Financial Llc Aka Vs Financial | Herndon | VA | 04/2015 | Present |
| Allstate Financial Services, Llc | Lincoln | NE | 06/2011 | Present |
| Allstate Financial Advisors, Llc | Lincoln | NE | 06/2011 | Present |
EMPLOYEE BENEFITS CORPORATION OF AMERICA; AGENT/SALES PRODUCER; 1410 SPRING HILL RD, STE 125, MCLEAN VA 22102; TRAILS ONLY-HEALTH INSURANCE; 2%; 2 hours per month; 2 hours per month during trades NOT INV RELATED VELVET SUITE FINANCIAL POSITION: Trainer NATURE: Financial Education INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2015 ADDRESS: 20392 North Park Drive, Ashburn VA 20392, United States DESCRIPTION: Provide financial education on an as needed basis. TRAILING COMMISSIONS FROM EVERLAKE, LBL, WILTON RE AND THE STANDARD POSITION: Agent NATURE: Servicing Allstate legacy business for Everlake, LBL, Wilton RE and The Standard accounts. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2025 ADDRESS: 1020 Elden Street, Suite 201, Herndon VA 20170, United States DESCRIPTION: Servicing customers for Allstate legacy business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 2007-11-09 |
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