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151 N 8Th Street, Suite 450, Lincoln, NE 68508 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2013-10-24 |
Branch Locations
20980 Redwood Rd Ste 140, Castro Valley, CA 94546-5930 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| California Bank & Trust | Gardena | CA | 12/2004 | Present |
| Allstate Insurance Company | Northbrook | IL | 12/2005 | Present |
| Wm Financial Services | Torrance | CA | 06/2005 | Present |
| Castro Valley Insurance Agency | Castro Valley | CA | 09/2011 | Present |
| Ucla | Los Angeles | CA | 01/2020 | 09/2025 |
| Allstate Financial Services, Llc | Lincoln | NE | 12/2005 | Present |
| Allstate Financial Advisors, Llc | Lincoln | NE | 10/2013 | Present |
SELF (RENTAL PROPERTY), 3970 19TH ST, SAN FRANCISCO CA 94114, NON INVESTMENT RELATED, OWNER, MANAGE PROPERTY AND PAYMENTS TO BANK, FROM RENTERS, 3%, ALLSTATE INSURANCE COMPANY (CASTRO VALLEY INSURANCE AGENCY) POSITION: Owner NATURE: Sale of insurance including approved brokerage arrangements INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/01/2011 ADDRESS: 20980 Redwood Rd Ste 140, Castro Valley CA 94546-5930, United States DESCRIPTION: Management of insurance agency LIFE INSURANCE TRAIL COMMISSIONS POSITION: owner NATURE: receive trail commissions on life insurance policies previously written on Allstate or Lincoln Benefit paper INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2025 ADDRESS: 181 Silver Fir Ln, Danville CA 94506, United States DESCRIPTION: No activities. Simply receive trails.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-11 |
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