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151 N 8Th Street, Suite 450, Lincoln, NE 68508 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2016-11-18 |
Branch Locations
417 Commercial Ct Ste A, Venice, FL 34293-1655 • United States
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 |
|---|---|---|---|---|
| Fifth Third Securities | Sarasota | FL | 07/2014 | 11/2016 |
| Allstate Insurance Co | Northbrook | IL | 11/2016 | Present |
| Golden Touch Wealth Management | Venice | FL | 08/2020 | Present |
| Allstate Financial Services, Llc | Lincoln | NE | 11/2016 | Present |
| Allstate Financial Advisors, Llc | Lincoln | NE | 11/2016 | Present |
REAL ESTATE SALES POSITION: owner NATURE: Real Estate marketing INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 09/01/2020 ADDRESS: 4918 Bookelia Cir, Bradenton FL 34203, United States DESCRIPTION: Real Estate marketing
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-07-11 |
| S63 | Uniform Securities Agent State Law Examination | 1988-04-28 |
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