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151 N 8Th Street, Suite 450, Lincoln, NE 68508 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2023-10-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Financial Specialists | Schaumburg | IL | 08/2013 | 02/2017 |
| Cetera Investment Adviors Llc | Schaumburg | IL | 08/2013 | 02/2017 |
| Allstate Insurance Company | Northbrook | IL | 03/2017 | Present |
| Lynch Street Capitalcorp | Elmsford | NY | 03/2017 | Present |
| Tangent Point Llc | White Plains | NY | 10/2012 | Present |
| Allstate Financial Services, Llc | Lincoln | NE | 03/2017 | Present |
| Allstate Financial Advisors, Llc | Lincoln | NE | 03/2017 | Present |
TANGENT POINT LLC POSITION: Owner NATURE: Tax prep and representation INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 10/01/2012 ADDRESS: 150 E Post Rd, White Plains NY 10601, United States DESCRIPTION: Represent tax payers before the IRS and prepare group tax returns EVERLAKE ASSURANCE COMPANY (FORMERLY ALLSTATE ASSURANCE COMPANY POSITION: AGENT NATURE: TRAILING COMMISSIONS INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/09/2025 ADDRESS: 25 E MAIN ST, ELMSFORD NY 10523, United States DESCRIPTION: SERVICE FO EXISTING POLICIES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-08-07 |
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