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151 N 8Th Street, Suite 450, Lincoln, NE 68508 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-25 |
Branch Locations
425 Old Newman Rd Ste 204, Frisco, TX 75036-4780 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Natixis Global Associates | Boston | MA | 10/2009 | 07/2018 |
| Lpl Financial Llc | Mt. Pleasant | TX | 07/2018 | 05/2021 |
| Raymond James Financial Services | Dallas | TX | 05/2021 | 07/2023 |
| Raymond James Financial Services Advisors | Dallas | TX | 05/2021 | 07/2023 |
| Summit Alliance Companies | Dallas | TX | 08/2023 | 08/2024 |
| O'KEefe Property Management | Frisco | TX | 08/2024 | 06/2025 |
| Allstate Insurance Co | Northbrook | IL | 06/2025 | Present |
| Allstate Financial Services, Llc | Lincoln | NE | 06/2025 | Present |
| Allstate Financial Advisors, Llc | Lincoln | NE | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-04-01 |
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