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151 N 8Th Street, Suite 450, Lincoln, NE 68508 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-03 |
Branch Locations
7985 Allison Way Unit B, Arvada, CO 80005-5028 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rocky Mountain Business Leaders, Llc | Little Elm | TX | 12/1993 | Present |
| Allstate Insurance Co | Northbrook | IL | 05/2013 | Present |
| Harvey Financial Group Llc | Arvada | CO | 11/2015 | Present |
| Weekend Warrior Rental Llc | Morrison | CO | 08/2016 | 07/2020 |
| Harvey Avail Car Rental | Fort Worth | TX | 08/2023 | 07/2024 |
| Harvey Cattle Business | Franktown | CO | 09/2024 | Present |
| Allstate Financial Services, Llc | Lincoln | NE | 05/2013 | Present |
| Allstate Financial Advisors, Llc | Lincoln | NE | 05/2013 | Present |
INSURANCE RENEWALS, HARVEY FINANCIAL GROUP POSITION: not provided NATURE: Insurance Renewals INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/03/2013 ADDRESS: 6495 High Cir, Morrison CO 80465, United States DESCRIPTION: None once I come to work at Allstate I will be just receiving renewals ROCKY MOUNTAIN BUSINESS LEADERS LLC POSITION: Owner NATURE: Amway (network marketing) INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 11/23/1993 ADDRESS: 13954 Maxwell Blvd, Ft Worth TX 76179, United States DESCRIPTION: Establish down line and retail sales HARVEY RENTAL POSITION: Owner NATURE: Rental Home INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2022 ADDRESS: 13954 Maxwell Blvd, Fort Worth TX 76179, United States DESCRIPTION: Renting a house to Renters HARVEY RENTAL COLORADO POSITION: Owner NATURE: Property REntal INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2024 ADDRESS: 2537 Flintwood Rd, Franktown CO 80116, United States DESCRIPTION: Rent out property and duties associtaed with that HARVEY CATTLE BUSINESS POSITION: owner NATURE: Should be very minimal funds if any. I bought 2 cows at the auction, will have them on my property for about a month and then sell back. This is to get my ag exemption for property tax purposes. Funds will be used to buy more cows next year or just personal spending. In future years might build up to 4 to 6 cows. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 3 START DATE: 09/11/2024 ADDRESS: 2537 Flintwood Rd, Franktown CO 80116, United States DESCRIPTION: Should be very minimal funds if any. I bought 2 cows at the auction, will have them on my property for about a month and then sell back. This is to get my ag exemption for property tax purposes. Funds will be used to buy more cows next year or just personal spending EVERLAKE TRAIL COMMISSIONS POSITION: EFS NATURE: Receive trailing commissions INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/10/2025 ADDRESS: 13954 Maxwell Blvd, Fort Worth TX 76179, United States DESCRIPTION: Receive trailing commission HARVEY RENTAL POSITION: Owner NATURE: Rental Home INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2022 ADDRESS: 13954 Maxwell Blvd, Fort Worth TX 76179, United States DESCRIPTION: Renting a house to Renters
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 2008-06-24 |
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