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151 N 8Th Street, Suite 450, Lincoln, NE 68508 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2020-06-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Copeland Lumber | Florence | OR | 06/2014 | 12/2016 |
| Waddell & Reed, Inc. | Lake Oswego | OR | 07/2016 | 03/2017 |
| Various Insurance Carriers For W & R Insurance Agencies | Forest Grove | OR | 02/2017 | 03/2017 |
| Unemployed | Wilsonville | OR | 03/2017 | 07/2017 |
| Guardian Life Insurance Company | Lake Oswego | OR | 07/2017 | 11/2018 |
| Park Avenue Securities | Lake Oswego | OR | 07/2017 | 11/2018 |
| Gray Day Home Heat | Florence | OR | 11/2018 | 05/2020 |
| Allstate Insurance Co | Northbrook | IL | 06/2020 | Present |
| Allstate Financial Services Llc | Lincoln | NE | 05/2020 | Present |
| Allstate Financial Advisors, Llc | Lincoln | NE | 06/2020 | Present |
EVERLAKE LIFE INSURANCE POSITION: Agent NATURE: Financial Services Life Insurance Strictly servicing of old life insurance policies migrated to everlake INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 03/19/2026 ADDRESS: 3033 w 11th ave, eugene OR 97402, United States DESCRIPTION: Financial Services Life Insurance Strictly servicing of old life insurance policies migrated to everlake
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-24 |
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