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John Charles Lofrumento

Allstate Financial Advisors, LLC

Ballston Lake, NY

CRD 5022240

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Employer firm

Allstate Financial Advisors, LLC CRD 109524

$142M regulatory AUM

Reported services (Item 5G)

  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Allstate Financial Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-09-21
  • NY RA
    APPROVED
    Since 2023-09-21

Branch Locations

5 Longkill Rd Ste 1, Ballston Lake, NY 12019 • 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 Insurance Co Albany NY 07/2005 Present
Uber Waterford NY 06/2019 07/2020
Allstate Financial Services, Llc Lincoln NE 07/2005 Present
Allstate Financial Advisors, Llc Lincoln NE 09/2023 Present
  • 07/2005 → Present
    Allstate Insurance Co
    Albany, NY
  • 06/2019 → 07/2020
    Uber
    Waterford, NY
  • 07/2005 → Present
    Allstate Financial Services, Llc
    Lincoln, NE
  • 09/2023 → Present
    Lincoln, NE
Other Businesses

LANDLORD-LONGKILL DEVELOPMENT LLC POSITION: Sole Member NATURE: I own commerical and residential rental properties through this LLC and rent space to tenants. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/29/2016 ADDRESS: 5 Longkill Road Ste 1, Ballston Ln NY 12019, United States DESCRIPTION: I am a landlord WILTON REASSURANCE LIFE COMPANY OF NEW YORK POSITION: Servicing Agent NATURE: I receive trailing commissions from this company for business written for Allstate Life Insurance Company of New York. INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 05/01/2023 ADDRESS: PO Box 4273, Clinton IA 52733, United States DESCRIPTION: I service in-force policies for which I am the writing or servicing agent.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2005-10-03
  • S63 Uniform Securities Agent State Law Examination
    2005-10-03
Designations
  • Certified Financial Planner

View on SEC IAPD

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