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.

Current firm

ALLSTATE FINANCIAL ADVISORS, LLC

Current firm class

broker-dealer affiliated wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jan 1, 2011earliest registration or exam on IAPD

Years in industry

15derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S63

First exam

Apr 12, 2023

First registration

Mar 11, 2019

Dual registered

yes, broker-dealer

Other names

P.J. POTTS|PJ POTTS|PJ POTTS

IAPD individual key

5483892

• Occurred

  May 24, 2022
  Advisor changed firm

  Percy James Potts left Pruco Securities, Llc for Allstate Financial Advisors, Llc (registered 2022-05-26)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:118ccea0-24e2-9190-b115-a89a04718a17

First observed

Mar 11, 2019

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.