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151 N 8Th Street, Suite 450, Lincoln, NE 68508 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-02-05 |
Branch Locations
3546 Saint Johns Bluff Rd S Ste 109, Jacksonville, FL 32224-2714 • 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 |
|---|---|---|---|---|
| Msi Financial Services, Inc | Miwaukee | WI | 03/2015 | 03/2017 |
| Mml Investors Services, Llc | Milwaukee | WI | 03/2017 | 05/2017 |
| Horace Mann Investors, Inc | Springfield | IL | 06/2017 | 06/2018 |
| Horace Mann Companies | Springfield | IL | 06/2017 | 06/2018 |
| Oppenheimer & Co. Inc | Fort Lauderdale | FL | 06/2018 | 06/2020 |
| Axa Advisors, Llc | New York | NY | 05/2020 | 06/2020 |
| Mass Mutual Life Insurance Company | Milwaukee | WI | 07/2016 | 05/2017 |
| Equitable Advisors, Llc | New York | NY | 05/2020 | 02/2023 |
| Allstate Insurance Co | Northbrook | IL | 01/2024 | Present |
| Unemployed | Kissimmee | FL | 02/2023 | 12/2023 |
| Game Plan Investment Llc | Davenport | FL | 04/2025 | Present |
| Allstate Financial Services Llc | Lincoln | NE | 01/2024 | Present |
| Allstate Financial Advisors, Llc | Lincoln | NE | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-11-23 |
| S63 | Uniform Securities Agent State Law Examination | 2015-04-02 |
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