Vanessa Caudill

Employer firm

Allstate Financial Advisors, LLC CRD 109524

$142M regulatory AUM

Reported services (Item 5G)

• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2015 → 03/2017
  Bok Financial Securities, Inc.
  Albuquerque, NM
• 02/2015 → 03/2017
  Bokf, Na
  Albuquerque, NM
• 05/2017 → Present
  Allstate Insurance C
  Northbrook, IL
• 05/2017 → Present
  The Caudill Agency, Llc
  Albuquerque, NM
• 07/2019 → Present
  Casita Senior Living Llc
  Bernalillo, NM
• 10/2021 → Present
  5141 Georgia Place, Llc
  Bernalillo, NM
• 07/2023 → Present
  Happy Feet Childcare Inc
  Albuquerque, NM
• 01/2024 → Present
  The Caterpillar Clubhouse
  Albuquerque, NM
• 05/2017 → Present
  Allstate Financial Services, Llc
  Northbrook, IL
• 05/2017 → Present
  Allstate Financial Advisors, Llc
  Lincoln, NE

Previous Registrations

• 2016-04-01 → 2017-04-03
  Bok Financial Securities, Inc.
  Albuquerque, NM
  Belen, NM
  Albuquerque, NM
  Los Lunas, NM
  Albuquerque, NM
  Albuquerque, NM

Other Businesses

CASITA SENIOR LIVING LLC POSITION: Member NATURE: Senior assisted living facility INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 20 START DATE: 07/31/2019 ADDRESS: 848 Camino Vista Rio, Bernalillo NM 87004, United States DESCRIPTION: Assist with hiring and training of staff, bookkeeping basic duties. Assist with the supplies ordering 5141 GEORGIA PLACE, LLC POSITION: member NATURE: ownership of a residential property? titled to the 5141 Georgia PL LLC. This location houses my other OBA, Casita Senior Living LLC INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/08/2021 ADDRESS: 848 Camino Vista Rio, Bernalillo NM 87004, United States DESCRIPTION: ownership of a residential property? titled to the 5141 Georgia PL LLC. This location houses my other OBA, Casita Senior Living LLC HAPPY FEET CHILDCARE INC POSITION: Owner NATURE: Business is a childcare center we own, normal operating duties. Include payroll, and accounting. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 07/05/2023 ADDRESS: 1133 Dakota St SE, Albuquerque NM 87108, United States DESCRIPTION: owner but not operating THE CATERPILLAR CLUBHOUSE POSITION: Managing Member NATURE: The business is a daycare center, I do manage the funds of the business and complete accounting and payroll. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 01/02/2024 ADDRESS: 4221 Silver ST SE, Albuquerque NM 87108, United States DESCRIPTION: The business is a daycare center, I do manage the funds of the business and complete accounting and payroll.

Exams

• S66 Uniform Combined State Law Examination
  2016-03-31
• S63 Uniform Securities Agent State Law Examination
  2015-05-26

Other Names

• Vanessa Anchondo