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151 N 8Th Street, Suite 450, Lincoln, NE 68508 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-04-09 |
Branch Locations
744 N Broadway, North Massapequa, NY 11758-2331 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Glen Cove | NY | 10/2003 | 05/2018 |
| Pfs Investments Inc. | Glen Cove | NY | 03/2005 | 05/2018 |
| Pfs University | Lindenhurst | NY | 01/2001 | 03/2018 |
| Allstate Insurance Co | Northbrook | IL | 04/2018 | Present |
| Allstate Financial Advisors, Llc | Lincoln | NE | 04/2024 | Present |
| Allstate Financial Services, Llc | Lincoln | NE | 05/2018 | Present |
WILTON RE POSITION: Agent NATURE: Life insurance service/renewals INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2023 ADDRESS: 744 N Broadway, Massapequa NY 11758, United States DESCRIPTION: Servicing agent on existing book from Allstate Life, receives renewal compensation
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-03 |
| S63 | Uniform Securities Agent State Law Examination | 2005-12-22 |
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