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Advisor at ALLSTATE FINANCIAL ADVISORS, LLC
Birmingham, AL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| ALLSTATE FINANCIAL ADVISORS, LLC | Bd affiliated wealth | Nov 4, 2020 | n/a | yes | Birmingham, AL | Current employment |
| TRANSAMERICA FINANCIAL ADVISORS, LLC | Bd affiliated wealth | Jan 6, 2012 | Dec 31, 2017 | no | SAN DIEGO, CA|San Diego, CA|Alpharetta, GA|BOUNTIFUL, UT | Previous registration |
| INVESTMENT ADVISORS INTERNATIONAL, INC. | n/a | Nov 18, 2011 | Jan 6, 2012 | no | SAN DIEGO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL ADVISORS, LLC | ALLSTATE FINANCIAL ADVISORS, LLC | Dec 31, 2017 | Nov 4, 2020 | 1,039 | Firm change after gap | Other |
| INVESTMENT ADVISORS INTERNATIONAL, INC. | TRANSAMERICA FINANCIAL ADVISORS, LLC | Jan 6, 2012 | Jan 6, 2012 | 0 | Bulk transfer | Other |