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RIA / WealthAdvisordual registered (broker-dealer)10 years in industry

Paul Edward Gresham

Advisor at ALLSTATE FINANCIAL ADVISORS, LLC

St Petersburg, FL

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Search this name across graphsid dfx:ria:a588c8d1-9ed7-f0a1-e375-32d398cc50a1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Dec 18, 2017 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Sep 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Nov 21, 2017
First registration: Dec 18, 2017
Dual registered: yes, broker-dealer
Other names: Paul Edward Gresham|PAUL Edward GRESHAM|PAUL GRESHAM
IAPD individual key: 6841561

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ALLSTATE FINANCIAL ADVISORS, LLC	Bd affiliated wealth	Jul 27, 2026	n/a	yes	St Petersburg, FL	Current employment
LPL ENTERPRISE, LLC	Bd affiliated wealth	Apr 28, 2025	Jan 27, 2026	no	TAMPA, FL	Previous registration
TRANSAMERICA RETIREMENT ADVISORS, LLC	Bd affiliated wealth	Sep 27, 2018	Dec 20, 2022	no	St. Petersburg, FL	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Dec 18, 2017	Aug 15, 2018	no	TAMPA, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
LPL ENTERPRISE, LLC	ALLSTATE FINANCIAL ADVISORS, LLC	Jan 27, 2026	Jul 27, 2026	181	Firm change	Ibd to ibd
TRANSAMERICA RETIREMENT ADVISORS, LLC	LPL ENTERPRISE, LLC	Dec 20, 2022	Apr 28, 2025	860	Firm change after gap	Ibd to ibd
AMERIPRISE FINANCIAL SERVICES, LLC	TRANSAMERICA RETIREMENT ADVISORS, LLC	Aug 15, 2018	Sep 27, 2018	43	Firm change	Ibd to RIA

Relationships

Registered with (4)

→ ALLSTATE FINANCIAL ADVISORS, LLCRegistered adviserregistration: current employment
Jul 27, 2026 to presentfactForm ADV
→ LPL ENTERPRISE, LLCRegistered adviserregistration: previous registration
Apr 28, 2025 to Jan 27, 2026factForm ADV
→ TRANSAMERICA RETIREMENT ADVISORS, LLCRegistered adviserregistration: previous registration
Sep 27, 2018 to Dec 20, 2022factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Dec 18, 2017 to Aug 15, 2018factForm ADV

Dated events

Occurred
Jan 27, 2026
Advisor changed firm
Paul Edward Gresham left Lpl Enterprise, Llc for Allstate Financial Advisors, Llc (registered 2026-07-27)
Form ADVobserved 5 days ago
Occurred
Dec 20, 2022
Advisor changed firm
Paul Edward Gresham left Transamerica Retirement Advisors, Llc for Lpl Enterprise, Llc (registered 2025-04-28)
Form ADVobserved 5 days ago