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151 N 8Th Street, Suite 450, Lincoln, NE 68508 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-11-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Vp Management Corp. | Charlotte | NC | 03/2013 | 04/2022 |
| State Farm Insurance | Charlotte | NC | 03/2013 | 04/2022 |
| State Farm Investment Management Corp. | Charlotte | NC | 09/2018 | 04/2022 |
| Allstate | Charlotte | NC | 05/2022 | 08/2022 |
| Allstate Insurance Co | Northbrook | IL | 08/2022 | Present |
| B&T Unlimited, Llc | Charlotte | NC | 10/2021 | Present |
| Allstate Financial Advisors Llc | Lincoln | NE | 11/2022 | Present |
| Allstate Financial Services Llc | Lincoln | NE | 10/2022 | Present |
B&T UNLIMITED, LLC POSITION: Officer NATURE: This is a holding company that was formed by my husband, who is the only other officer of the LLC. This company was formed for the sole purpose to purchase land that a building is being built on. It now is the owner of my office building as well. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/06/2021 ADDRESS: 16611 Flintrock Falls Ln, Charlotte NC 28278, United States DESCRIPTION: I have no duties/responsibilities? for this OBA.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 2009-02-21 |
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