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151 N 8Th Street, Suite 450, Lincoln, NE 68508 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-03-20 |
Branch Locations
3200 Broadway Blvd Ste 150, Garland, TX 75043-1570 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Park Avenue Securities | Addison | TX | 12/2015 | 12/2018 |
| Guardian Life Insurance Company Of America | Dallas | TX | 02/2016 | 12/2018 |
| Allstate Insurance Co | Northbrook | IL | 01/2018 | Present |
| Allstate Financial Advisors, Llc | Lincoln | NE | 01/2019 | Present |
| Allstate Financial Services, Llc | Lincoln | NE | 01/2019 | Present |
LIFE INSURANCE TRAILS POSITION: agent NATURE: Life insurance trailing commission from Everlake INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2025 ADDRESS: 3200 Broadway Blvd, Ste 150, Garland TX 75043, United States DESCRIPTION: sales agent receiving trailing commissions for old Allstate book from Everlake
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-29 |
| S63 | Uniform Securities Agent State Law Examination | 2008-05-31 |
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