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Joseph Aloysius Bracken

Allstate Financial Advisors, LLC

Havertown Pa, PA

CRD 2692631

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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
PA RA APPROVED 2024-02-16
  • PA RA
    APPROVED
    Since 2024-02-16

Branch Locations

1918 Darby Rd, Havertown Pa, PA 19083-2322 • 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 Northbrook IL 03/2006 Present
The Bracken Agency, Inc. Havertown PA 06/2016 Present
Cjeapsnb Family Llc West Chester PA 12/2016 Present
Lsa Securities Inc Lincoln NE 05/2006 Present
Allstate Financail Advisors Llc Lincoln NE 02/2024 Present
Allstate Financial Services Llc Lincoln NE 05/2006 Present
  • 03/2006 → Present
    Allstate Insurance Co
    Northbrook, IL
  • 06/2016 → Present
    The Bracken Agency, Inc.
    Havertown, PA
  • 12/2016 → Present
    Cjeapsnb Family Llc
    West Chester, PA
  • 05/2006 → Present
    Lsa Securities Inc
    Lincoln, NE
  • 02/2024 → Present
    Allstate Financail Advisors Llc
    Lincoln, NE
  • 05/2006 → Present
    Allstate Financial Services Llc
    Lincoln, NE
Previous Registrations
  • 2000-10-24 → 2006-02-27
    Hillview Capital Advisors, Llc
    Ardmore, PA
Other Businesses

CJEAPSNB FAMILY LLC POSITION: Owner NATURE: Commercial Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 12/22/2016 ADDRESS: 310 Reynolds Lane, West Chester PA 19380, United States DESCRIPTION: Mange the Property EVERLAKE ASSURANCE COMPANY (FORMERLY ALLSTATE ASSURANCE COMPANY), EVERLAKE LIFE INSURANCE COMPANY, LINCOLN BENEFIT LIFE, THE STANDARD (FORMERLY ALLSTATE BENEFITS/AMERICAN HERITAGE LIFE INSURANCE COMPANY POSITION: Agent NATURE: Trailing Commissions INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/02/2024 ADDRESS: 1918 Darby Rd, Havertown PA 19083, United States DESCRIPTION: Service policies sold in the past

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-15
S63 Uniform Securities Agent State Law Examination 1998-04-29
  • S65 Uniform Investment Adviser Law Examination
    2024-02-15
  • S63 Uniform Securities Agent State Law Examination
    1998-04-29
Other Names
  • Joiseph Aloysius Bracken

View on SEC IAPD

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