Best Investors
Account
Sign in
Best Investors
Account
Sign in
M. E. Allison & Co., Inc. CRD 1047
$366M regulatory AUM 2 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
950 E. Basse Road, 2Nd Fl., San Antonio, TX 78209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-05 |
Branch Locations
950 E. Basse Road, 2Nd Fl., San Antonio, TX 78209 • United States
950 East Basse Road Second Floor, San Antonio, TX 78209-1831 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allstate Insurance Company | Austin | TX | 02/2011 | 01/2022 |
| Roman Agency Inc | Austin | TX | 02/2011 | 01/2022 |
| M.E. Allison & Co., Inc. | San Antonio | TX | 01/2022 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-04-09 |
| S63 | Uniform Securities Agent State Law Examination | 1988-05-13 |
Reach out to this advisor