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151 N 8Th Street, Suite 450, Lincoln, NE 68508 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-03-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allstate Insurance Co | Northbrook | IL | 07/2010 | Present |
| Allstate Financial Services, Llc | Lincoln | NE | 07/2010 | Present |
| Allstate Financial Advisors, Llc | Lincoln | NE | 03/2023 | Present |
BENEFITMALL POSITION: Assigned Servicing Rep NATURE: BenefitMall merged with Allstate NJ' relationship for group health in NJ....believe it was AJ Gallagher's or Bollinger when I joined Allstate as an EFS in 2010 and was assigned group health plans to service...most of which dissolved since...now just residual service commission continue for the last continuing very small group health plan...although trying to roll to Allstate' new Allstate Health Solutions recently introduced in NJ. Not sure if and when Allstate discontinued the relationship with the broker, like CRUMP. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/01/2024 ADDRESS: 331 Newman Spring Rd, Bldg 1, Ste 106, Red Bank NJ 07701, United States DESCRIPTION: Coordinate between the broker and the customers occasional service concerns...small aging group, so no new enrollments...also Allstate Benefits plan, and referrals to Allstate Health Solutions for Medicare Supplement consideration. EVERLAKE, AMERICAN HERITAGE, ALLSTATE, NY POSITION: Agent NATURE: Life Insurance Renewal Commissions INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/01/2025 ADDRESS: Everlake Life, 777 Research Dr, Lincoln NE 68521, United States DESCRIPTION: Insurance Policy sales & service
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 1984-09-01 |
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