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151 N 8Th Street, Suite 450, Lincoln, NE 68508 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-12 |
Branch Locations
440 Waverly Ave Ste 1, Patchogue, NY 11772-1597 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Copiague | NY | 10/2012 | 07/2017 |
| Danfords Hotel & Marina | Port Jefferson | NY | 03/2016 | 08/2020 |
| Lpl Financial, Llc | Port Jefferson | NY | 07/2017 | 07/2019 |
| Allstate Insurance Co | Northbrook | IL | 07/2019 | Present |
| Allstate Financial Services Llc | Lincoln | NE | 07/2019 | Present |
| Allstate Financial Advisors Llc | Lincoln | NE | 07/2019 | Present |
1. 08/17/2017 - Bostwick INC - Investment Related - At reported Business location(s) - DBA for LPL Business(entity for LPL business) - Start Date 06/27/2017 - 1 Hour per month during securities trading. TRAILING COMMISSIONS FROM EVERLAKE, LBL, WILTON RE AND THE STANDARD POSITION: Agent NATURE: Servicing Allstate legacy business for Everlake, LBL, Wilton RE, and The Standard accounts INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/23/2025 ADDRESS: 35 Sequoia Dr, Coram NY 11727, United States DESCRIPTION: Servicing customers from Allstate legacy business
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-21 |
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