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151 N 8Th Street, Suite 450, Lincoln, NE 68508 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-12-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Company Works | Arlington | VA | 06/2019 | 04/2023 |
| Wesco | Tampa | FL | 02/2016 | 05/2019 |
| Ameriprise Financial Services, Llc. | Tampa | FL | 04/2023 | 04/2024 |
| Lpl Enterprise | Tampa | FL | 09/2025 | 11/2025 |
| Unemployed | Tampa | FL | 05/2024 | 08/2025 |
| Allstate Insurance Co | Northbrook | IL | 12/2025 | Present |
| Allstate Financial Services, Llc | Lincoln | NE | 12/2025 | Present |
| Allstate Financial Advisors, Llc | Lincoln | NE | 12/2025 | Present |
| Company Works | Arlington | VA | 02/2020 | Present |
COMPANY WORKS POSITION: Senior Consultant NATURE: Provide training and development training for individuals, families, community and business entities. This work is done probono INVESTMENT RELATED: Yes NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 0 START DATE: 02/05/2020 ADDRESS: 575 12th South Rd, Unit 410, Arlington VA 22202, United States DESCRIPTION: I act as a coach and mentor to individuals and organizations that are looking to use Continuous Learning techniques within their organization / entity or as an individual. Training may include financial competency tools that introduce the concept of building wealth as an example.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-11 |
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