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151 N 8Th Street, Suite 450, Lincoln, NE 68508 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-03-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gwn Securities Inc | Palm Beach Gardens | FL | 03/2015 | 05/2018 |
| Woodbury Financial Services Inc | Macon | GA | 05/2018 | 01/2024 |
| Osaic Wealth, Inc. | Augusta | GA | 01/2024 | 03/2025 |
| Allstate Insurance Co | Northbrook | IL | 03/2025 | Present |
| Osaic Wealth Dba Retirement Solutions Of Ga, Llc | Augusta | GA | 01/2004 | 02/2025 |
| Allstate Financial Advisors, Llc | Lincoln | NE | 03/2025 | Present |
| Allstate Financial Services, Llc | Lincoln | NE | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-08-13 |
| S63 | Uniform Securities Agent State Law Examination | 2006-04-03 |
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