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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 2024-01-24
  • TX RA
    APPROVED
    Since 2024-01-24

Branch Locations

1111 League Line Rd Ste 162, Conroe, TX 77303-1496 • 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 And Casualty Chesapeake VA 03/2011 12/2019
Bankers Life Securities, Inc. Chasapeake VA 05/2016 12/2019
Bankers Life Advisory Services Chesapeake VA 07/2016 12/2019
Bankers Life Advisory Services Tyler TX 12/2019 01/2024
Bankers Life & Casualty Tyler TX 12/2019 01/2024
Bankers Life Securities Tyler TX 12/2019 01/2024
Carpenter Financial Services Plano TX 01/2017 02/2026
Allstate Insurance Co Northbrook IL 01/2024 Present
Allstate Financial Advisors Llc Lincoln NE 01/2024 Present
Allstate Financial Services Llc Lincoln NE 01/2024 Present
Carpenter Wealth Management Conroe TX 02/2026 Present
  • 03/2011 → 12/2019
    Bankers Life And Casualty
    Chesapeake, VA
  • 05/2016 → 12/2019
    Bankers Life Securities, Inc.
    Chasapeake, VA
  • 07/2016 → 12/2019
    Bankers Life Advisory Services
    Chesapeake, VA
  • 12/2019 → 01/2024
    Bankers Life Advisory Services
    Tyler, TX
  • 12/2019 → 01/2024
    Bankers Life & Casualty
    Tyler, TX
  • 12/2019 → 01/2024
    Bankers Life Securities
    Tyler, TX
  • 01/2017 → 02/2026
    Carpenter Financial Services
    Plano, TX
  • 01/2024 → Present
    Allstate Insurance Co
    Northbrook, IL
  • 01/2024 → Present
    Lincoln, NE
  • 01/2024 → Present
    Allstate Financial Services Llc
    Lincoln, NE
  • 02/2026 → Present
    Carpenter Wealth Management
    Conroe, TX
Previous Registrations
  • 2016-07-05 → 2024-01-17
    Chesapeake, VA
    Chicago, IL
    Tyler, TX
    Richardson, TX
  • 2016-02-22 → 2016-05-27
    Concourse Financial Group Securities, Inc.
    Chasapeake, VA
    Birmingham, AL
Other Businesses

BANKERS LIFE SECURITIES POSITION: Financial Rep NATURE: Trails from Mutual Fund sales from 2014-2024 +-600.00 per month INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2015 ADDRESS: 303 E Wacker Dr, Chicago IL 60601, United States DESCRIPTION: None this is passive income from previous sales

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-02-22
S63 Uniform Securities Agent State Law Examination 2014-01-16
  • S66 Uniform Combined State Law Examination
    2016-02-22
  • S63 Uniform Securities Agent State Law Examination
    2014-01-16
Other Names
  • Terrie Lynne Jeffries

View on SEC IAPD

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