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Current Employers
Allstate Financial Advisors, Llc

151 N 8Th Street, Suite 450, Lincoln, NE 68508 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-04-29
  • TX RA
    APPROVED
    Since 2021-04-29

Branch Locations

8500 Cypresswood Dr Ste 202, Spring, TX 77379-7109 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 11/2005 → 01/2018
    Bankers Life
    Houston, TX
  • 05/2016 → 03/2021
    Bankers Life Securities, Inc.
    Houston, TX
  • 11/2005 → 03/2021
    Bankers Life & Casualty Co.
    Houston, TX
  • 04/2021 → Present
    Allstate Insurance Co
    Northbrook, IL
  • 09/2022 → Present
    Sb Investment Group, Llc
    Montgomery, TX
  • 04/2021 → Present
    Lincoln, NE
  • 04/2021 → Present
    Allstate Financial Services Llc
    Lincoln, NE
Previous Registrations
  • 2016-07-01 → 2021-04-23
    Spring, TX
    Chicago, IL
  • 2014-11-06 → 2016-05-27
    Concourse Financial Group Securities, Inc.
    Houston, TX
    Houston, TX
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-11-06
S63 Uniform Securities Agent State Law Examination 2001-12-05
  • S66 Uniform Combined State Law Examination
    2014-11-06
  • S63 Uniform Securities Agent State Law Examination
    2001-12-05
Other Names
  • Sherry Faye Law

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