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151 N 8Th Street, Suite 450, Lincoln, NE 68508 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-03-18 |
Branch Locations
34 S Livingston Ave Ste B, Livingston, NJ 07039-3023 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Robbinsville | NJ | 08/2022 | 05/2023 |
| Wells Fargo Bank, Na | Robbinsville | NJ | 08/2022 | 05/2023 |
| Ron Bansky & Associates/Allstate | Princeton Junction | NJ | 01/2010 | 04/2022 |
| Pitt Financial & Insurance | Hamilton | NJ | 04/2022 | 05/2022 |
| Re/Max Properties / Newtown | Newtown | PA | 02/2021 | 12/2022 |
| Pruco Securities Llc | East Brunswick | NJ | 05/2023 | 09/2023 |
| The Prudential Insurance Company Of America | East Brunswick | NJ | 08/2023 | 09/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Princeton | NJ | 09/2023 | 01/2025 |
| Bank Of America, N.A. | Princeton | NJ | 10/2023 | 01/2025 |
| Jonathan Castaneda & Associates Llc | Livingston | NJ | 01/2025 | Present |
| Allstate Insurance Co | Northbrook | IL | 03/2025 | Present |
| 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 | 2023-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-14 |
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