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151 N 8Th Street, Suite 450, Lincoln, NE 68508 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-01-27 |
Branch Locations
781 Saint Andrews Blvd, Charleston, SC 29407-7167 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities,Llc | Grand Rapids | MI | 06/2000 | 08/2017 |
| The Prudential Insurance Company Of America | Grand Rapids | MI | 05/2000 | 08/2017 |
| Allstate Insurance Co | Northbrook | IL | 08/2017 | Present |
| Enlightened Retirement, Llc | Grand Rapids | MI | 06/2023 | 12/2024 |
| Enlightened Retirement, Llc | Charleston | SC | 01/2025 | Present |
| Allstate Financial Advisors Llc | Lincoln | NE | 08/2017 | Present |
| Allstate Financial Services Llc | Lincoln | NE | 08/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-05 |
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