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Advisor at ALLSTATE FINANCIAL ADVISORS, LLC
Vancouver, WA
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 | Jun 11, 2026 | n/a | yes | Vancouver, WA | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Jan 7, 2025 | Jan 14, 2026 | no | WEST LINN, OR|West Linn, OR|SAN DIEGO, CA | Previous registration |
| KEY INVESTMENT SERVICES LLC | Bd affiliated wealth | Jun 5, 2024 | Sep 26, 2024 | no | Lake Oswego, OR|BROOKLYN, OH | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Mar 26, 2013 | Nov 22, 2022 | no | EUGENE, OR|CORVALLIS, OR|NEWPORT, OR|SALEM, OR|EUGENE, OR|SALEM, OR|EUGENE, OR|CORVALLIS, OR|VANCOUVER, WA|LAKE OSWEGO, OR|VANCOUVER, WA|LAKE OSWEGO, OR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | ALLSTATE FINANCIAL ADVISORS, LLC | Jan 14, 2026 | Jun 11, 2026 | 148 | Firm change | Ibd to ibd |
| KEY INVESTMENT SERVICES LLC | LPL FINANCIAL LLC | Sep 26, 2024 | Jan 7, 2025 | 103 | Firm change | Ibd to ibd |
| LPL FINANCIAL LLC | KEY INVESTMENT SERVICES LLC | Nov 22, 2022 | Jun 5, 2024 | 561 | Firm change after gap | RIA to ibd |