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151 N 8Th Street, Suite 450, Lincoln, NE 68508 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-09-28 |
Branch Locations
1220 Howard Ave Ste 209, Burlingame, CA 94010-4256 • 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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Fountain Valley | CA | 04/2016 | 02/2017 |
| Independent Financial Partners | Fountain Valley | CA | 04/2016 | 02/2017 |
| Allstate Insurance Co | Northbrook | IL | 09/2017 | Present |
| Unemployed | Garden Grove | CA | 02/2017 | 09/2017 |
| Tl Global Capital | Westminster | CA | 09/2017 | 10/2020 |
| Trish Le Agency | San Francisco | CA | 10/2020 | 10/2022 |
| Tl Global Capital | Garden Grove | CA | 09/2014 | 09/2022 |
| All Ca Insurance Agency | Fountain Valley | CA | 10/2022 | Present |
| Allstate Financial Advisors Llc | Lincoln | NE | 09/2017 | Present |
| Allstate Financial Services Llc | Lincoln | NE | 09/2017 | Present |
TRISH LE POSITION: Real Estate Sale Person NATURE: buying real estate transaction INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 40 START DATE: 05/15/2023 ADDRESS: 1970 Novus pl, COSTA MESA CA 92627, United States DESCRIPTION: yes ALLSTATE INSURANCE COMPANY (ALL CA INSURANCE AGENCY) POSITION: Owner NATURE: Sale of insurance including approved brokerage arrangements INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/01/2022 ADDRESS: 1220 Howard Ave Ste 209, Burlingame CA 94010-4256, United States DESCRIPTION: Management of insurance agency
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-03-31 |
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