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151 N 8Th Street, Suite 450, Lincoln, NE 68508 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-07-14 |
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 |
|---|---|---|---|---|
| Kalos Capital, Inc | Alpharetta | GA | 03/2010 | 12/2016 |
| Pruco Securities, Llc | Troy | MI | 01/2017 | 02/2017 |
| The Prudential Insurance Company Of America | Troy | MI | 01/2017 | 02/2017 |
| Community Fin. Members Fcu | Canton | MI | 03/2017 | 10/2022 |
| Lpl Financial, Llc | Canton | MI | 03/2017 | 10/2022 |
| Allstate Insurance Co | Northbrook | IL | 06/2023 | Present |
| Unemployed | Waterford | MI | 10/2022 | 06/2023 |
| Allstate Financial Advisors, Llc | Lincoln | NE | 06/2023 | Present |
| Allstate Financial Services, Llc | Lincoln | NE | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 1988-01-18 |
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