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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:

Current Employers
Allstate Financial Advisors, Llc

151 N 8Th Street, Suite 450, Lincoln, NE 68508 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-09-23
  • NY RA
    APPROVED
    Since 2025-09-23

Branch Locations

12702 Liberty Ave, South Richmond Hill, NY 11419-2216 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
T3 Trading Group, Llc New York NY 06/2018 03/2019
Queensborough Community College New York NY 01/2016 12/2016
Unemployed New York NY 01/2017 06/2018
Uber San Francisco CA 03/2019 11/2019
New York University New York NY 01/2020 05/2022
Unemployed New York NY 06/2022 03/2023
Doordash San Francisco CA 02/2023 10/2023
Equitable Advisors New York NY 03/2023 12/2023
New York Life Insurance Company New York NY 02/2024 03/2025
Nylife Securities Llc New York NY 07/2024 03/2025
Allstate Financial Services Llc Lincoln NE 04/2025 Present
Allstate Insurance Co Northbrook IL 04/2025 Present
Allstate Financial Advisors, Llc Lincoln NE 09/2025 Present
  • 06/2018 → 03/2019
    T3 Trading Group, Llc
    New York, NY
  • 01/2016 → 12/2016
    Queensborough Community College
    New York, NY
  • 01/2017 → 06/2018
    Unemployed
    New York, NY
  • 03/2019 → 11/2019
    Uber
    San Francisco, CA
  • 01/2020 → 05/2022
    New York University
    New York, NY
  • 06/2022 → 03/2023
    Unemployed
    New York, NY
  • 02/2023 → 10/2023
    Doordash
    San Francisco, CA
  • 03/2023 → 12/2023
    Equitable Advisors
    New York, NY
  • 02/2024 → 03/2025
    New York Life Insurance Company
    New York, NY
  • 07/2024 → 03/2025
    Nylife Securities Llc
    New York, NY
  • 04/2025 → Present
    Allstate Financial Services Llc
    Lincoln, NE
  • 04/2025 → Present
    Allstate Insurance Co
    Northbrook, IL
  • 09/2025 → Present
    Lincoln, NE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-11
S63 Uniform Securities Agent State Law Examination 2023-11-13
  • S65 Uniform Investment Adviser Law Examination
    2025-09-11
  • S63 Uniform Securities Agent State Law Examination
    2023-11-13
Other Names
  • Tom Wang

View on SEC IAPD

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