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151 N 8Th Street, Suite 450, Lincoln, NE 68508 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-09-22 |
Branch Locations
2108 Milestone Dr Ste 210, Fort Collins, CO 80525-5757 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allstate Insurance Co | Northbrook | IL | 08/2001 | Present |
| Allstate Financial Services, Llc | Lincoln | NE | 08/2001 | Present |
| Allstate Financial Advisors, Llc | Lincoln | NE | 09/2023 | Present |
TRAILING COMMISSIONS FROM EVERLAKE, LBL AND THE STANDARD POSITION: Agent NATURE: Servicing Allstate Legacy business for Everlake, LBL and the Standard INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2025 ADDRESS: 2108 Milestone Dr, #210, Fort Collins CO 80525, United States DESCRIPTION: Servicing Allstate customers for legacy business
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 2008-05-24 |
| S65 | Uniform Investment Adviser Law Examination | 1996-09-11 |
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