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151 N 8Th Street, Suite 450, Lincoln, NE 68508 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2019-08-07 |
Branch Locations
5550 Franklin Pike Ste 103, Nashville, TN 37220-2139 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Lexington | KY | 08/2014 | 06/2019 |
| Thrivent Financial | Appleton | WI | 10/2014 | 06/2019 |
| Allstate Insurance Co | Northbrook | IL | 07/2019 | Present |
| Campbellsville University | Somerset | KY | 08/2017 | 12/2020 |
| Allstate Financial Services, Llc | Lincoln | NE | 07/2019 | Present |
| Allstate Financial Advisors, Llc | Lincoln | NE | 08/2019 | Present |
EVERLAKE POSITION: other NATURE: receive trails for life policies purchased from Allstate by Everlake INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 28 START DATE: 08/07/2023 ADDRESS: P.O. Box 6009, Carol Stream IL 60917, United States DESCRIPTION: receive trails for life policies purchases from Allstate by Everlake; service current Everlake customers
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 2005-11-11 |
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