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Advisor at ALLSTATE FINANCIAL ADVISORS, LLC
Scottsdale, AZ
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 | Apr 10, 2025 | n/a | yes | Scottsdale, AZ | Current employment |
| STRATEGY FINANCIAL GROUP | Independent wealth | May 31, 2024 | Nov 13, 2024 | no | PHOENIX, AZ | Previous registration |
| FINDEC WEALTH SERVICES, INC. | Other adviser | Jan 11, 2021 | Dec 31, 2022 | no | SCOTTSDALE, AZ|STOCKTON, CA|STOCKTON, CA|SCOTTSDALE, AZ | Previous registration |
| FINANCIAL DECISIONS, INC. | Former SEC adviser | Aug 13, 2020 | Apr 23, 2021 | no | SCOTTSDALE, AZ|STOCKTON, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STRATEGY FINANCIAL GROUP | ALLSTATE FINANCIAL ADVISORS, LLC | Nov 13, 2024 | Apr 10, 2025 | 148 | Firm change | RIA to ibd |
| FINDEC WEALTH SERVICES, INC. | STRATEGY FINANCIAL GROUP | Dec 31, 2022 | May 31, 2024 | 517 | Firm change after gap | RIA to RIA |
| FINANCIAL DECISIONS, INC. | FINDEC WEALTH SERVICES, INC. | Apr 23, 2021 | Jan 11, 2021 | -102 | Firm change after gap | RIA to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 118883:311949:CA:2021-04-23 | Apr 23, 2021 | Jan 11, 2021 | STOCKTON, CA | Firm change after gap |