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151 N 8Th Street, Suite 450, Lincoln, NE 68508 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2020-09-29 |
Branch Locations
228 Ridgedale Avenue, Cedar Knolls, NJ 07927-2103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American United Life | Parsippany | NJ | 11/2015 | 10/2018 |
| Oneamerica Securities | Parsippany | NJ | 01/2016 | 10/2018 |
| Jd Mellberg Financial, Llc | Tucson | AZ | 09/2018 | 09/2020 |
| Secure Investment Management, Llc | Tucson | AZ | 10/2018 | 02/2019 |
| Specialized Advisors Llc | Dallas | TX | 02/2019 | 10/2019 |
| Brookstone Capital Manangement | Wheaton | IL | 11/2019 | 09/2020 |
| Allstate Insurance Co | Northbrook | IL | 09/2020 | Present |
| Finra | New York | NY | 06/2018 | Present |
| Allstate Financial Services, Llc | Lincoln | NE | 09/2020 | Present |
| Allstate Financial Advisors, Llc | Lincoln | NE | 09/2020 | Present |
FINRA POSITION: Non-public arbitrator NATURE: Arbitrate disputes in the financial industry to binding conclusion. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 06/11/2018 ADDRESS: 165 Broadway, New York NY 10006, United States DESCRIPTION: I serve on a panel to arbitrate disputes in the financial industry from time to time if chosen by the parties. TBD POSITION: Manager NATURE: My daughters are active in designing t-shirts, fabrics and other textiles. My ex-wife is also a designer. They want to create a website where they can try to sell their designs. My ex-wife has agreed to oversee the design work (that's her livelihood) as long as I oversee their website for them to show their designs and possibly sell them. I don't think there will be sales, but they are interested in exploring this opportunity and it's better than playing video games over the summer. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 07/05/2022 ADDRESS: 30 Janeway Place, Morris Plains NJ 07950, United States DESCRIPTION: I will direct my daughters and act as webmaster to display their designs. TRAIL COMMISSIONS FROM EVERLAKE POSITION: Agent NATURE: Servicing Allstate Legacy Business INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2025 ADDRESS: 30 Janeway Pl, Morris Plains NJ 07950, United States DESCRIPTION: Servicing Allstate Legacy Business
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 2010-01-22 |
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