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151 N 8Th Street, Suite 450, Lincoln, NE 68508 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2013-03-06 |
Branch Locations
333 Gellert Blvd Ste 228, Daly City, CA 94015-2660 • United States
3 disclosure categories 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 |
|---|---|---|---|---|
| Allstate Insurance Co | Northbrook | IL | 02/2013 | Present |
| Allstate Financial Advisors, Llc | Lincoln | NE | 03/2013 | Present |
| Allstate Financial Services, Llc | Lincoln | NE | 02/2013 | Present |
EVERLAKE LIFE POSITION: agent NATURE: Servicing Allstate legacy business for Everlake, LBL, Wilton Re The Standard accounts INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2026 ADDRESS: 333 Gellert Blvd #230, Daly City CA 94015, United States DESCRIPTION: Servicing customer for Allstate legacy business
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 2009-07-11 |
| S65 | Uniform Investment Adviser Law Examination | 2000-11-13 |
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