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151 N 8Th Street, Suite 450, Lincoln, NE 68508 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-10-19 |
Branch Locations
14405 Walters Rd Ste 1001, Houston, TX 77014-1400 • 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 |
|---|---|---|---|---|
| Oppenheimer & Co. Inc. | The Woodlands | TX | 03/2015 | 08/2017 |
| Allstate Insurance Co | Northbrook | IL | 10/2017 | Present |
| Allstate Financial Advisors Llc | Lincoln | NE | 10/2017 | Present |
| Allstate Financial Services Llc | Lincoln | NE | 10/2017 | Present |
EVERLAKE POSITION: agent NATURE: trailing commissions INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2025 ADDRESS: 3100 Sanders Rd, Suite 303, Northbrook IL 60062, United States DESCRIPTION: trailing commissions
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-11-19 |
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