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151 N 8Th Street, Suite 450, Lincoln, NE 68508 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2020-04-03 |
Branch Locations
2008 Old Montgomery Hwy, Birmingham, AL 35244-1658 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group, Inc. | Cullman | AL | 10/2011 | 02/2020 |
| Pear Llc | Greenville | SC | 11/2008 | 03/2020 |
| Re Headquarters | Greenville | SC | 08/2008 | 03/2020 |
| Nsa | Collierville | TN | 08/2002 | 03/2020 |
| Nobius | Greenville | SC | 02/2002 | Present |
| Transamerica Financial Advisors, Inc | Cullman | AL | 01/2012 | 03/2020 |
| Peak Potentials | San Diego | CA | 02/2013 | 03/2020 |
| Moneytrax | Melbourne | FL | 03/2015 | 03/2020 |
| Allstate Insurance Co | Northbrook | IL | 03/2020 | Present |
| Allstate Financial Advisors, Llc | Lincoln | NE | 04/2020 | Present |
| Allstate Financial Services, Llc | Lincoln | NE | 03/2020 | Present |
NOBIUS, INC. POSITION: Owner NATURE: strategic planning, team and leadership training INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/06/2020 ADDRESS: 4092 Park Crossings Drive, Chelsea AL 35043, United States DESCRIPTION: strategic planning, team and leadership training BONNIE PARTIN INSURANCE RENEWALS AND COMMISSIONS__________________________________________ POSITION: Owner NATURE: Insurance renewals and commissions INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/13/2020 ADDRESS: 4092 Park Crossings Drive, Chelsea AL 35043, United States DESCRIPTION: Residual trails and renewals. No active responsibilities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 2011-10-21 |
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