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151 N 8Th Street, Suite 450, Lincoln, NE 68508 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-10-12 |
Branch Locations
25511 Buddle Rd Ste 1402, Spring, TX 77380-2093 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oppenheimer & Co. Inc. | The Woodlands | TX | 04/2016 | 04/2018 |
| Farmers Insurance | The Woodlands | TX | 04/2018 | 12/2020 |
| Farmers Financial Solutions | The Woodlands | TX | 05/2019 | 12/2020 |
| Allstate Insurance Co | Northbrook | IL | 01/2021 | Present |
| Solidity Investments Llc | Buffalo | TX | 03/2024 | Present |
| Allstate Financial Advisors, Llc | Lincoln | NE | 10/2023 | Present |
| Allstate Financial Services, Llc | Lincoln | NE | 01/2021 | Present |
MUTUAL OF OMAHA POSITION: Agent NATURE: Residuals for life, Annuities, Medicare supplements,Also receive residuals fromWestern United Life,EquitrustBCBSHumanaUHC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2011 ADDRESS: 7354 PR 3175, Buffalo TX 75831, United States DESCRIPTION: Agent EVERLAKE POSITION: AGENT NATURE: Life Insurance book INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/12/2023 ADDRESS: 25511 Budde Rd, Spring TX 77380, United States DESCRIPTION: I am the servicing agent on life policies sold to Everlake from Allstate
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 2009-01-24 |
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