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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 2021-11-16
  • TX RA
    APPROVED
    Since 2021-11-16

Branch Locations

412 Village Dr Ste 100, Murphy, TX 75094-4632 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Richardson TX 07/2014 03/2021
Bank Of America, N.A. Richardson TX 07/2014 03/2021
Unemployed Murphy TX 03/2021 10/2021
Allstate Insurance Co Northbrook IL 10/2021 Present
Allstate Financial Services, Llc Lincoln NE 10/2021 Present
Allstate Financial Advisors, Llc Lincoln NE 11/2021 Present
Previous Registrations
  • 2014-08-19 → 2021-04-27
    Richardson, TX
    Plano, TX
    Murphy, TX
    Garland, TX
    Murphy, TX
    Murphy, TX
    Dallas, TX
    Murphy, TX
    Garland, TX
    Garland, TX
    Wylie, TX
    Murphy, TX
    Murphy, TX
    Wylie, TX
    Wylie, TX
    Wylie, TX
    Murphy, TX
    Wylie, TX
    Garland, TX
    Rockwall, TX
  • 2013-07-11 → 2014-08-04
    Cupertino, CA
  • 2008-05-16 → 2013-07-08
    Msi Financial Services, Inc.
    Walnut Creek, CA
    San Jose, CA
Other Businesses

NOTARY SERVICE POSITION: Owner NATURE: Provide notary service to customers INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2021 ADDRESS: 319 post oak trl, Murphy TX 75094, United States DESCRIPTION: Provide notary services when needed EVERLAKE POSITION: Agent NATURE: life insurance INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 2 START DATE: 06/15/2026 ADDRESS: 412 village dr. #100, Murphy TX 75094, United States DESCRIPTION: service my existing life license

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-03-12
  • S66 Uniform Combined State Law Examination
    2008-03-12
Other Names
  • Juan Huang
  • Alice Huang
  • Alice Sundberg
  • Juan Sundberg
  • Alice Sundberg
  • Juan Huang Sundberg
  • Juan H Sundberg

View on SEC IAPD

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