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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 |
|---|---|---|---|
| OH | RA | APPROVED | 2026-08-24 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Emerson Equity Llc | San Mateo | CA | 03/2017 | 05/2022 |
| Gwg Holdings | Dallas | TX | 03/2017 | 12/2021 |
| Provasi | Dallas | TX | 10/2014 | 01/2017 |
| Innovation Capital Solutions Llc | Dallas | TX | 12/2021 | 04/2022 |
| Eagle Point Credit Management | Greenwich | CT | 04/2022 | 01/2024 |
| Wealthforge Securities Llc | Richmond | VA | 05/2022 | 03/2024 |
| Eagle Point Securities Llc | Greenwich | CT | 01/2024 | 11/2025 |
| Allstate Insurance Co | Northbrook | IL | 05/2026 | Present |
| Allstate Financial Services | Lincoln | NE | 05/2026 | Present |
| Uber | Rocky River | OH | 11/2025 | Present |
| Uber | Rocky River | OH | 11/2025 | Present |
| Allstate Financial Advisors, Llc | Lincoln | NE | 08/2026 | Present |
UBER POSITION: Driver NATURE: Occasional driver on the weekends and not during market or regular business hours. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 11/08/2025 ADDRESS: 21060 Maplewood, Rocky River OH 44116, United States DESCRIPTION: Driver
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-21 |
| S66 | Uniform Combined State Law Examination | 2003-11-17 |
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