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151 N 8Th Street, Suite 450, Lincoln, NE 68508 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-10-29 |
Branch Locations
2242 S Telegraph Rd Ste 102, Bloomfield Hills, MI 48302-0218 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Credit Union Solutions Group, Cuso | Livonia | MI | 07/2016 | 10/2016 |
| James H Held | Bloomfield Hills | MI | 10/2016 | 07/2017 |
| Allstate Financial Services, Llc | Waterford | MI | 07/2017 | 08/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Auburn Hills | MI | 08/2023 | 12/2023 |
| Bank Of America N.A. | Auburn Hills | MI | 08/2023 | 12/2023 |
| J.P. Morgan Securities Llc | Clarkson | MI | 01/2024 | 09/2025 |
| Jpmorgan Chase Bank, N.A. | Clarkson | MI | 01/2024 | 09/2025 |
| Allstate Financial Advisors, Llc | Waterford | MI | 07/2017 | 08/2023 |
| Sos Works Oakland Llc | Bloomfield Hills | MI | 09/2020 | 10/2020 |
| Paramount Residential Mortgage Group, Inc. | Bloomfield Hills | MI | 06/2017 | 06/2017 |
| Allstate Insurance Co | Northbrook | IL | 10/2025 | Present |
| Allstate Financial Services, Llc | Lincoln | NE | 10/2025 | Present |
| Allstate Financial Advisors, Llc | Lincoln | NE | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-29 |
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