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Advisor at ALLSTATE FINANCIAL ADVISORS, LLC
Norman, OK
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 | Aug 26, 2026 | n/a | yes | Norman, OK | Current employment |
| NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC | No RAUM reported | Feb 12, 2025 | Dec 21, 2025 | no | OKLAHOMA CITY, OK | Previous registration |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Bd affiliated wealth | Sep 5, 2024 | Oct 16, 2024 | no | Oklahoma City, OK|Oklahoma City, OK | Previous registration |
| EQUITABLE ADVISORS, LLC | National bd RIA | Jun 7, 2024 | Aug 23, 2024 | no | OKLAHOMA CITY, OK|Oklahoma City, OK | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC | ALLSTATE FINANCIAL ADVISORS, LLC | Dec 21, 2025 | Aug 26, 2026 | 248 | Firm change | Other |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC | Oct 16, 2024 | Feb 12, 2025 | 119 | Firm change | Other |
| EQUITABLE ADVISORS, LLC | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Aug 23, 2024 | Sep 5, 2024 | 13 | Firm change | Ibd to ibd |