Best Investors
Account
Sign in
151 N 8Th Street, Suite 450, Lincoln, NE 68508 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-04-29 |
Branch Locations
8500 Cypresswood Dr Ste 202, Spring, TX 77379-7109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life | Houston | TX | 11/2005 | 01/2018 |
| Bankers Life Securities, Inc. | Houston | TX | 05/2016 | 03/2021 |
| Bankers Life & Casualty Co. | Houston | TX | 11/2005 | 03/2021 |
| Allstate Insurance Co | Northbrook | IL | 04/2021 | Present |
| Sb Investment Group, Llc | Montgomery | TX | 09/2022 | Present |
| Allstate Financial Advisors Llc | Lincoln | NE | 04/2021 | Present |
| Allstate Financial Services Llc | Lincoln | NE | 04/2021 | Present |
BANKERS LIFE POSITION: Former Agent NATURE: Life & Health insurance company INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2021 ADDRESS: 711 W. Bay Area Blvd., Suite 300, Webster TX 77598, United States DESCRIPTION: I have no duties with Bankers Life. I am fully vested in the renewals & can continue to receive the commissions, but I have to keep the appointment with the company. I will not place any new business for Bankers Life. SB INVESTMENT GROUP, LLC POSITION: President NATURE: This is for tax purposes only. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2022 ADDRESS: 111 Prestwick Ct., Montgomery TX 77316, United States DESCRIPTION: My commissions will be deposited into the LLC bank account & I will pay myself from it. That's the extent of the duties/responsibilities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-06 |
| S63 | Uniform Securities Agent State Law Examination | 2001-12-05 |
Reach out to this advisor