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Allstate Financial Advisors, LLC CRD 109524
$142M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
151 N 8Th Street, Suite 450, Lincoln, NE 68508 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-11-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allstate Insurance | Lexington | SC | 02/2004 | 11/2018 |
| The O'ROurke Agency | Lexington | SC | 11/2018 | 03/2022 |
| Connex Midlands | Lexington | SC | 05/2020 | 07/2024 |
| Stedman Insurance Group | Lexington | SC | 03/2022 | 05/2024 |
| Allstate Insurance Co | Northrbook | IL | 06/2024 | Present |
| 109A Property Management Llc | Lexington | SC | 11/2023 | Present |
| Allstate Financial Services, Llc | Lincoln | NE | 06/2024 | Present |
| Allstate Financial Advisors, Llc | Lincoln | NE | 10/2024 | Present |
109A PROPERTY MANAGEMENT LLC POSITION: Owner NATURE: I own office space that I rent out to tenants. They pay rent on a monthly basis. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 11/01/2023 ADDRESS: 408 Kenwood Dr, Lexington SC 29072, United States DESCRIPTION: I pay the mortgage, collect rent and taxes, and upkeep the building.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-26 |
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