DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at ALLSTATE FINANCIAL ADVISORS, LLC
Sugar Land, TX
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 | Dec 14, 2020 | n/a | yes | Sugar Land, TX | Current employment |
| MORGAN STANLEY | Wirehouse | Jan 11, 2012 | Oct 17, 2012 | no | Houston, TX | Previous registration |
| EDWARD JONES | National bd RIA | Oct 7, 2011 | Oct 14, 2011 | no | Maryland Heights, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | ALLSTATE FINANCIAL ADVISORS, LLC | Oct 17, 2012 | Dec 14, 2020 | 2,980 | Firm change after gap | Wirehouse to ibd |
| EDWARD JONES | MORGAN STANLEY | Oct 14, 2011 | Jan 11, 2012 | 89 | Firm change | Ibd to wirehouse |