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151 N 8Th Street, Suite 450, Lincoln, NE 68508 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2019-03-06 |
Branch Locations
19644 W 130Th St, Strongville, OH 44136-8434 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities | Charlotte | NC | 11/2014 | 03/2017 |
| Mml Investors Services, Llc | Charlotte | NC | 03/2017 | 08/2017 |
| W&S Brokerage Services | Cincinnati | OH | 08/2017 | 03/2019 |
| Western & Southern Life | Willoughby | OH | 07/2017 | 03/2019 |
| Allstate Insurance Co | Northbrook | IL | 03/2019 | Present |
| Allstate Financial Services, Llc | Lincoln | NE | 03/2019 | Present |
| Allstate Financial Advisors, Llc | Lincoln | NE | 03/2019 | Present |
CITY OF STRONGSVILLE POSITION: Board Member NATURE: The SV Planning Commission reviews proposals for development in the city of Strongsville. Final decisions are made by City Council and they take our recommendations into consideration. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/13/2023 ADDRESS: 16099 Foltz Parkway, Strongsville OH 44149, United States DESCRIPTION: The SV Planning Commission reviews proposals for development in the city of Strongsville. Final decisions are made by City Council and they take our recommendations into consideration. TRAILING COMMISSIONS FROM EVERLAKE, LBL, WILTON RE AND THE STANDARD POSITION: Sales NATURE: Servicing Allstate legacy business for Everlake, LBL, Wilton RE, and The Standard Accounts. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2025 ADDRESS: 12331 Pearl Rd, Strongsville OH 44136, United States DESCRIPTION: Servicing customers for Allstate legacy business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-01-05 |
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