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151 N 8Th Street, Suite 450, Lincoln, NE 68508 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-10-09 |
Branch Locations
24361 El Toro Rd Ste 175, Laguna Hills, CA 92637-8899 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Riverside | CA | 06/2014 | 09/2018 |
| Ellen Brasee | Riverside | CA | 01/2018 | 09/2018 |
| Allstate Insurance Co | Northbrook | IL | 09/2018 | Present |
| Lyft | San Francisco | CA | 01/2023 | 05/2025 |
| Allstate Financial Services, Llc | Lincoln | NE | 09/2018 | Present |
| Allstate Financial Advisors, Llc | Lincoln | NE | 09/2018 | Present |
| Pacific Cascade Financial Llc | Laguna Hills | CA | 10/2023 | Present |
| Uber Technologies Inc | San Francisco | CA | 04/2025 | Present |
UBER TECHNOLOGIES INC POSITION: Driver NATURE: Driver service INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 0 START DATE: 04/29/2025 ADDRESS: 1725 3rd Street, San Francisco CA 94158, United States DESCRIPTION: Driver: I control my own hours making it flexible for conducting my primary job during the normal work week.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 2014-01-13 |
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