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Collette A Morgan

Allstate Financial Advisors, LLC

Deer Park, NY

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Current Employers
Allstate Financial Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-01-03
  • NY RA
    APPROVED
    Since 2023-01-03

Branch Locations

375 Commack Rd Ste 206, Deer Park, NY 11729-5515 • 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
J.P. Morgan Securities Llc Farmingville NY 10/2012 03/2022
Ncbw 100 Suffolk County Mount Sinai NY 04/2013 11/2022
Jp Morgan Chase Bank, N.A. Farmingville NY 01/2018 03/2022
Ca Morgan Enterprises Mount Sinai NY 03/2022 03/2024
Allstate Insurance Co Northbrook IL 11/2022 Present
Allstate Financial Services, Llc Lincoln NE 12/2022 Present
Allstate Financial Advisors, Llc Lincoln NE 12/2022 Present
Linda Heckathorn Agency Deer Park NY 03/2024 Present
  • 10/2012 → 03/2022
    J.P. Morgan Securities Llc
    Farmingville, NY
  • 04/2013 → 11/2022
    Ncbw 100 Suffolk County
    Mount Sinai, NY
  • 01/2018 → 03/2022
    Jp Morgan Chase Bank, N.A.
    Farmingville, NY
  • 03/2022 → 03/2024
    Ca Morgan Enterprises
    Mount Sinai, NY
  • 11/2022 → Present
    Allstate Insurance Co
    Northbrook, IL
  • 12/2022 → Present
    Allstate Financial Services, Llc
    Lincoln, NE
  • 12/2022 → Present
    Allstate Financial Advisors, Llc
    Lincoln, NE
  • 03/2024 → Present
    Linda Heckathorn Agency
    Deer Park, NY
Previous Registrations
  • 2012-10-01 → 2022-03-28
    J.P. Morgan Securities Llc
    Farmingville, NY
    Farmingville, NY
    Port Jefferson, NY
    Shirley, NY
    Shirley, NY
    Medford, NY
    Port Jefferson, NY
  • 2011-10-04 → 2012-10-01
    Chase Investment Services Corp.
    Farmingville, NY
    Port Jefferson, NY
    Farmingville, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-10-03
S63 Uniform Securities Agent State Law Examination 2000-06-23
  • S65 Uniform Investment Adviser Law Examination
    2011-10-03
  • S63 Uniform Securities Agent State Law Examination
    2000-06-23
Other Names
  • Collette Ann Marie Epps
  • Collette Epps
  • Collette Annmarie Epps
  • Collette A Morgan-King
  • Collette Annmarie Morgan-King
  • Collette Annmarie Morgan
  • Collette Ann Marie Morgan

View on SEC IAPD

Other Firms

CITIGROUP GLOBAL MARKETS INC.
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LINCOLN INVESTMENT
VANDERBILT ADVISORY SERVICES
LPL FINANCIAL LLC
THE PINNACLE FINANCIAL GROUP
SHEEHAN FINANCIAL ADVISORS, LLC

Other Investors

Jason Paul Bonito
Matthew A. Sandler
James Milani
Matthew R. Coughlin
Matthew Goddu
William A Cruz Benitez
Michael John Wieber
MARK B LEVIN

Other Offices

CITIGROUP GLOBAL MARKETS INC. · Deer Park, NY
J.P. MORGAN SECURITIES LLC · DEER PARK, NY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · DEER PARK, NY
LINCOLN INVESTMENT · Deer Park, NY
VANDERBILT ADVISORY SERVICES · Deer Park, NY
J.P. MORGAN SECURITIES LLC · NORTH BABYLON, NY
ALLSTATE FINANCIAL ADVISORS, LLC · North Babylon, NY
J.P. MORGAN SECURITIES LLC · WYANDANCH, NY

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