Cheri Roman

Current Employers

Employment History

• 02/2011 → 01/2022
  Allstate Insurance Company
  Austin, TX
• 02/2011 → 01/2022
  Roman Agency Inc
  Austin, TX
• 01/2022 → Present
  M.E. Allison & Co., Inc.
  San Antonio, TX

Previous Registrations

• 2011-03-10 → 2022-01-11
  Allstate Financial Advisors, Llc
  Austin, TX
• 2009-04-07 → 2009-10-19
  Stifel, Nicolaus & Company, Incorporated
  Corpus Christi, TX
  St. Louis, MO
• 2008-01-01 → 2009-04-23
  Wells Fargo Clearing Services, Llc
  Corpus Christi, TX
• 2007-07-18 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  St. Louis, MO
  Corpus Christi, TX
• 2004-01-01 → 2005-09-01
  Cetera Advisors Llc
  Corpus Christi, TX
• 2000-02-28 → 2004-01-01
  Ifg Advisory Services Inc
  Corpus Christi, TX

Other Businesses

CHERI MILAM ROMAN MUSIC POSITION: Composer, Artist, Booking Agent NATURE: I write and perform music--primarily as a volunteer for church services. Some of my original songs are sold on i-tunes and other digital distribution sites, and I have made a little bit of money from sales of downloads and streaming of my original songs INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2016 Business is in Bulverde, TX, United States DESCRIPTION: I write and arrange songs on the weekends. I play the piano for church on some Sundays as a volunteer. I book shows for country artists in the evenings and weekends (pro-bono). Life Insurance Business, non investment related, provide insurance products to clients, owner of business, starting May 2024, 2 hours per month during trading hours, duties include listening to client insurance needs and providing information on possible life insurance products.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-04-09
• S63 Uniform Securities Agent State Law Examination
  1988-05-13

Other Names

• Cheri Lynn Ward
• Cheri Lynn Roman