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151 N 8Th Street, Suite 450, Lincoln, NE 68508 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-01-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Port Jefferson | NY | 04/2016 | 06/2021 |
| Fisher Investments | Port Jefferson Station | NY | 06/2021 | 06/2022 |
| Allstate Insurance Company | Northbrook | IL | 10/2022 | Present |
| Unemployed | Port Jefferson Station | NY | 06/2022 | 10/2022 |
| The Demaio Insurance Agency Inc | Bethpage | NY | 10/2022 | Present |
| Allstate Financial Services, Llc | Lincoln | NE | 10/2022 | Present |
| Allstate Financial Advisors, Llc | Lincoln | NE | 10/2022 | Present |
WILTON RE LIFE INSURANCE POSITION: Agent NATURE: Life Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2025 ADDRESS: 195 Park Ave, Bethpage NY 11776, United States DESCRIPTION: Life insurance business from previous Allstate Life Company
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-09 |
| S63 | Uniform Securities Agent State Law Examination | 2012-11-20 |
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