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151 N 8Th Street, Suite 450, Lincoln, NE 68508 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2020-12-09 |
Branch Locations
421 Old Trolley Rd, Summerville, SC 29485-5609 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dorchester District 2 | Summerville | SC | 11/2014 | 09/2023 |
| First Citizens Investor Services | Raleigh | NC | 08/2016 | 10/2020 |
| First Citizens Asset Management | Columbia | SC | 08/2016 | 10/2020 |
| The Farnsworth Family Agency, Inc. | Summerville | SC | 11/2020 | Present |
| Allstate Insurance Company | Northbrook | IL | 11/2020 | Present |
| Dorchester School District 2 | Summerville | SC | 11/2014 | Present |
| Dorchester School District 2 | Summerville | SC | 11/2014 | Present |
| F4P Properties, Llc | Summerville | SC | 08/2024 | Present |
| Allstate Financial Services, Llc | Lincoln | NE | 12/2020 | Present |
| Ai Conversation Coach Llc | Summerville | SC | 07/2025 | Present |
| Allstate Financial Advisors, Llc | Lincoln | NE | 12/2020 | Present |
DORCHESTER SCHOOL DISTRICT 2 POSITION: Elected Board Member NATURE: The Board provides vision, policy, and budgetary control over the school district. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 11/05/2014 ADDRESS: 815 S Main St, Summerville SC 29483, United States DESCRIPTION: 1 of 7 elected voting members of the board. F4P PROPERTIES, LLC POSITION: Owner NATURE: Real estate holding company. LLC used for purchase of agency primary location. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/15/2024 ADDRESS: 304 Night Heron Ct, Summerville SC 29485, United States DESCRIPTION: Pay mortgage AI CONVERSATION COACH LLC POSITION: Partner NATURE: A software platform that provides AI-driven sales and service training through realistic roleplay scenarios and performance feedback tools. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 07/15/2025 ADDRESS: 304 Night Heron Ct, Summerville SC 29485, United States DESCRIPTION: Responsible for strategic oversight, product development input, and marketing direction. Involved in business planning, content creation, and partnership development for the AI Conversation Coach platform.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-20 |
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