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Percy James Potts

Allstate Financial Advisors, LLC

Strongville, OH

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Current Employers
Allstate Financial Advisors, Llc

151 N 8Th Street, Suite 450, Lincoln, NE 68508 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2022-05-26
  • OH RA
    APPROVED
    Since 2022-05-26

Branch Locations

20898 Drake Rd, Strongville, OH 44149-5850 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Nationwide Securities, Llc Columbus OH 04/2013 02/2019
Varner Insurance Inc Hartville OH 01/2011 04/2018
Nationwide Hartville OH 01/2011 02/2019
Prudential Insurance Company Of America Mayfield Heights OH 03/2019 05/2022
Pruco Securities, Llc. Mayfield Heights OH 03/2019 05/2022
Allstate Insurance Co Northbrook IL 05/2022 Present
Allstate Financial Services, Llc Lincoln NE 05/2022 Present
Allstate Financial Advisors, Llc Lincoln NE 05/2022 Present
  • 04/2013 → 02/2019
    Nationwide Securities, Llc
    Columbus, OH
  • 01/2011 → 04/2018
    Varner Insurance Inc
    Hartville, OH
  • 01/2011 → 02/2019
    Nationwide
    Hartville, OH
  • 03/2019 → 05/2022
    Prudential Insurance Company Of America
    Mayfield Heights, OH
  • 03/2019 → 05/2022
    Pruco Securities, Llc.
    Mayfield Heights, OH
  • 05/2022 → Present
    Allstate Insurance Co
    Northbrook, IL
  • 05/2022 → Present
    Allstate Financial Services, Llc
    Lincoln, NE
  • 05/2022 → Present
    Allstate Financial Advisors, Llc
    Lincoln, NE
Previous Registrations
  • 2019-03-11 → 2022-05-24
    Pruco Securities, Llc.
    Mayfield Heights, OH
    Independence, OH
    Hartville, OH
    Uniontown, OH
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-04-12
  • S63 Uniform Securities Agent State Law Examination
    2023-04-12
Other Names
  • P.J. Potts
  • Pj Potts
  • Pj Potts

View on SEC IAPD

Other Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
M3 WEALTH MANAGEMENT
CETERA INVESTMENT ADVISERS LLC
AMERICAN INDEPENDENT SECURITIES GROUP, LLC
FOUNDATIONS INVESTMENT ADVISORS LLC
EDWARD JONES
PFS INVESTMENTS INC.
FIFTH THIRD SECURITIES, INC.

Other Investors

Terry Toth
AMANDA MARCILLE PFAHL
MICHAEL JAMES DONNELLAN
Mark Phillip Pinzone
LOUIS HENRY STACHOWICZ
FRANK GEORGE CULKAR
MARTIN STEVEN HEALY
MATTHEW RAYMOND HISEY

Other Offices

ALLSTATE FINANCIAL ADVISORS, LLC · Strongville, OH
STATE FARM INVESTMENT MANAGEMENT CORP. · Hinckley, OH
M3 WEALTH MANAGEMENT · NORTH ROYALTON, OH
CETERA INVESTMENT ADVISERS LLC · NORTH ROYALTON, OH
AMERICAN INDEPENDENT SECURITIES GROUP, LLC · North Royalton, OH
FOUNDATIONS INVESTMENT ADVISORS LLC · Brunswick, OH
CETERA INVESTMENT ADVISERS LLC · BRUNSWICK, OH
EDWARD JONES · BRUNSWICK, OH

More in Strongville, OH

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