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151 N 8Th Street, Suite 450, Lincoln, NE 68508 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-19 |
Branch Locations
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 |
|---|---|---|---|---|
| Allstate Insurance Co | Northbrook | IL | 09/2014 | Present |
| Shn Capital Strategy Llc | Hauppauge | NY | 08/2022 | Present |
| Allstate Financial Advisors, Llc | Lincoln | NE | 07/2015 | Present |
| Allstate Financial Services, Llc | Lincoln | NE | 09/2014 | Present |
SHN CAOITAL STRATEGY POSITION: Pre NATURE: Insurance and Financial Service sales INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 02/01/2022 ADDRESS: 15 Squirrel Hill, Roslyn NY 11576, United States DESCRIPTION: LLC was set up to file as an S corporation for tax purposes WILTON TRAILS POSITION: EFS NATURE: Wilton Trails INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: 15 Squirrel Hill, Roslyn NY 11576, United States DESCRIPTION: Trails from Wilton
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 1984-11-05 |
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