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Allstate Financial Advisors, LLC CRD 109524
$142M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
151 N 8Th Street, Suite 450, Lincoln, NE 68508 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Merrimack | NH | 01/2011 | 04/2017 |
| Td Ameritrade | Houston | TX | 04/2017 | 05/2020 |
| Fidelity Investments | Houston | TX | 05/2020 | 08/2022 |
| J.W. Cole Financial, Inc. | Tampa | FL | 08/2022 | 11/2023 |
| J.W. Cole Advisors, Inc. | Tampa | FL | 08/2022 | 11/2023 |
| Unemployed | Houston | TX | 11/2023 | 09/2024 |
| Charles Schwab & Co., Inc. | Webster | TX | 09/2024 | 06/2025 |
| Lpl Enterprise Llc | Houston | TX | 08/2025 | Present |
| Allstate Insurance Co | Northbrook | IL | 03/2026 | Present |
| Allstate Financial Advisors Llc | Lincoln | NE | 03/2026 | Present |
| Allstate Financial Services Llc | Lincoln | NE | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 2011-04-04 |
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