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151 N 8Th Street, Suite 450, Lincoln, NE 68508 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-11-12 |
Branch Locations
53 Route 17K Ste 10, Newburgh, NY 12550-3922 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Focus Benefit Group, Llc | Bridgewater | NJ | 11/2003 | 12/2016 |
| Allstate Insurance Co | Northbrook | IL | 12/2016 | Present |
| Focus Benefit Group Llc | Stanfordville | NY | 11/2003 | 09/2020 |
| Allstate Financial Advisors Llc | Lincoln | NE | 11/2024 | Present |
| Allstate Financial Services Llc | Lincoln | NE | 12/2016 | Present |
Group Health Benefit renewals NOT INVESTMENT RELATED 136 Stissing Rd Stanfordville, NY 12581 GROUP HEALTH BENEFITS trailing commissions PARTNER 1/1/2004 duties: collect renewal commissions from previous group health business. I transitioned the group health business from Focus Benefit Group to Charles Blue 3%; 3 hours per month; 0 during trades WILTON RE POSITION: Agent NATURE: Trail commissions for former Allstate policies. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 06/01/2023 ADDRESS: 53 Route 17k, Suite 10, Newburgh NY 12550, United States DESCRIPTION: Trail commissions from former Allstate life policies.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-04-17 |
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