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Curtis Andre James

Allstate Financial Advisors, LLC

Lincoln, NE

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Current Employers
Allstate Financial Advisors, Llc

151 N 8Th Street, Suite 450, Lincoln, NE 68508 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-04-05
  • TX RA
    APPROVED
    Since 2024-04-05

Branch Locations

151 N 8Th St Ste 450, Lincoln, NE 68508-1316 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Allstate Financial Services, Llc Irving TX 09/2015 11/2021
Charles Schwab & Co., Inc. Westlake TX 11/2021 08/2023
Allstate Insurance Co Northbrook IL 08/2023 Present
Allstate Financial Services, Llc Lincoln NE 08/2023 Present
Allstate Financial Advisors, Llc Lincoln NE 04/2024 Present
  • 09/2015 → 11/2021
    Allstate Financial Services, Llc
    Irving, TX
  • 11/2021 → 08/2023
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 08/2023 → Present
    Allstate Insurance Co
    Northbrook, IL
  • 08/2023 → Present
    Allstate Financial Services, Llc
    Lincoln, NE
  • 04/2024 → Present
    Allstate Financial Advisors, Llc
    Lincoln, NE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-03
S66 Uniform Combined State Law Examination 2005-08-11
  • S65 Uniform Investment Adviser Law Examination
    2024-04-03
  • S66 Uniform Combined State Law Examination
    2005-08-11
Other Names
  • Andre James
  • Curtis A. James

View on SEC IAPD

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LPL FINANCIAL LLC · LINCOLN, NE
AMERITAS INVESTMENT PARTNERS, INC. · LINCOLN, NE
AMERITAS INVESTMENT PARTNERS, INC. · LINCOLN, NE
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