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151 N 8Th Street, Suite 450, Lincoln, NE 68508 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2015-04-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategic Benefits Advisors Llc | Clark | NJ | 10/2013 | Present |
| Allstate Insurance Co | Northbrook | IL | 04/2015 | Present |
| Reisel Financial Group Llc | Clark | NJ | 04/2015 | Present |
| Allstate Financial Services, Llc | Lincoln | NE | 04/2015 | Present |
| Allstate Financial Advisors, Llc | Lincoln | NE | 04/2015 | Present |
STRATEGIC BENEFIT ADVISORS LLC 1402 WESTFIELD AVENUE, CLARK, NJ 07066. HEALTH AND EMPLOYEE BENEFIT SALES AND SERVICE; DUTIES: I HAVE A FEW SMALL BUSINESS CLIENTS WHO I SERVICE THEIR GROUP MEDICAL PLANS; SERVICE CLIENTS 5%; 10 HOURS PER MONTH; 5 HOURS PER MONTH DURING TRADES; 10/1/2013 EVERLAKE POSITION: agent NATURE: life insurance company Everlake bought out Allstate Insurance products and transferred to Everlake where I continue to maintain a servicing relationship and am paid renewal commissions in very small amounts. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/01/2024 ADDRESS: 1065 Raritan rd, clark NJ 07066, United States DESCRIPTION: i provide service to customers whose life policies were transferred over to Everlake after the sale of Allstate life polcies to Everlake
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-01-26 |
| S65 | Uniform Investment Adviser Law Examination | 2011-06-23 |
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