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Reading the graph
Advisor at FMSA
Lafayette, LA | DELRAY BEACH, FL
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 |
|---|---|---|---|---|---|---|
| Fmsa | Independent wealth | Mar 20, 2025 | n/a | yes | DELRAY BEACH, FL|Lafayette, LA | Current employment |
| ALLSTATE FINANCIAL ADVISORS, LLC | Bd affiliated wealth | Nov 30, 2018 | Mar 18, 2025 | no | Lafayette, LA|Breaux Bridge, LA | Previous registration |
| OSAIC WEALTH, INC. | Bd affiliated wealth | Jul 10, 2018 | Dec 4, 2018 | no | LAFAYETTE, LA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ALLSTATE FINANCIAL ADVISORS, LLC | Fmsa | Mar 18, 2025 | Mar 20, 2025 | 2 | Firm change | Ibd to RIA |
| OSAIC WEALTH, INC. | ALLSTATE FINANCIAL ADVISORS, LLC | Dec 4, 2018 | Nov 30, 2018 | -4 | Firm change | Ibd to ibd |