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151 N 8Th Street, Suite 450, Lincoln, NE 68508 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-10 |
Branch Locations
940 Centre Cir Ste 2012, Altamonte Springs, FL 32714-7243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Fidelity Assurance Co | Orlando | FL | 04/2007 | 08/2021 |
| Interactive Financial Advisors | New Lenox | IL | 05/2024 | 06/2025 |
| Symmetry Financial Group | Orlando | FL | 07/2021 | 06/2025 |
| Greater Promise Financial | Orlando | FL | 02/2023 | 06/2025 |
| Consumer Debt Counselors | Winter Park | FL | 01/2025 | 06/2025 |
| Allstate Financial Services, Llc | Lincoln | NE | 07/2025 | Present |
| Allstate Insurance Co | Northbrook | IL | 06/2025 | Present |
| Allstate Financial Advisors, Llc | Altamonte Springs | FL | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-25 |
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