DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Allstate Financial Advisors, LLC
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Jennifer Lynn Disrud | Nationwide Investment Advisors, LLC BD affiliated | Allstate Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 19, 2021 | Mar 11, 2022 (235 d) |
| Sean Alan Sunderlage | Principal Securities, Inc. BD affiliated | Allstate Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 25, 2021 | Jun 15, 2021 |
| Rosalie Ricks Knop | Securian Financial Services, Inc. BD affiliated | Allstate Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 20, 2021 | May 25, 2021 |
| Alice Huang Sundberg | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Allstate Financial Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 27, 2021 | Nov 16, 2021 (203 d) |
| Sherry Faye Bogus | Bankers Life Advisory Services, Inc. BD affiliated | Allstate Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 23, 2021 | Apr 29, 2021 |
| Timothy Baird | Equitable Advisors, LLC national BD | Allstate Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 12, 2021 | May 6, 2021 |
| Andrew Gartrell | Fisher Investments independent RIA | Allstate Financial Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 25, 2021 | May 19, 2021 (55 d) |
| Fritz-Gerald Vilton | Transamerica Financial Advisors, LLC BD affiliated | Allstate Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 24, 2021 | Nov 9, 2022 (623 d) |
| Rogelio Gonzalez | First Command Advisory Services BD affiliated | Allstate Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 17, 2021 | Apr 16, 2021 (58 d) |
| Korsa Nzidee | Cetera Advisors LLC BD affiliated | Allstate Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 9, 2021 | Aug 9, 2023 (911 d) |
| Rocco M Neis | Equitable Advisors, LLC national BD | Allstate Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 3, 2021 | Mar 3, 2021 |
| Dorothy Helen Whitman | Principal Securities, Inc. BD affiliated | Allstate Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 27, 2021 | Feb 10, 2021 |
| Marlen Osadchy | Citigroup Global Markets Inc. BD affiliated | Allstate Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 13, 2021 | Apr 4, 2021 (81 d) |
| Enrique Kiko Salazar | Wells Fargo Advisors wirehouse | Allstate Financial Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jan 13, 2021 | Mar 2, 2021 (48 d) |
| Blake Stewart | Edward Jones national BD | Allstate Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 22, 2020 | Jan 19, 2021 |
| Adrian N Raney | Mutual Of Omaha Investor Services, Inc. no RAUM | Allstate Financial Advisors, LLC BD affiliated | Other | Dec 21, 2020 | Apr 14, 2021 (114 d) |
| Frank A Bruno | Pruco Securities, LLC BD affiliated | Allstate Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 9, 2020 | Aug 17, 2021 (251 d) |
| Jeremy Craig Mayfield | W&S Brokerage Services, Inc. BD affiliated | Allstate Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 3, 2020 | Dec 1, 2020 |
| Roosevelt Pierre Elivert | State Farm Investment Management Corp. asset manager | Allstate Financial Advisors, LLC BD affiliated | Other | Dec 2, 2020 | Jan 28, 2021 (57 d) |
| Sean M. Linder | Fidelity Personal And Workplace Advisors BD affiliated | Allstate Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 12, 2020 | Mar 1, 2021 (109 d) |
| Don G Banks | Wells Fargo Advisors wirehouse | Allstate Financial Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Nov 10, 2020 | Nov 6, 2020 |
| Dennis Mclynn | Edward Jones national BD | Allstate Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 27, 2020 | Nov 6, 2020 |
| Justin F Farnsworth | First Citizens Investor Services, Inc. BD affiliated | Allstate Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 19, 2020 | Dec 9, 2020 (51 d) |
| Jayden Tod Parker | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Allstate Financial Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Oct 16, 2020 | Jan 4, 2021 (80 d) |
| Douglas Adam Katchen | Raymond James & Associates, Inc. national BD | Allstate Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 8, 2020 | Feb 8, 2021 (123 d) |
| Ron Greenfield | Brookstone Capital Management LLC independent RIA | Allstate Financial Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 25, 2020 | Sep 29, 2020 |
| Wayne Christopher Klatt | Siebert Advisornxt, LLC. independent RIA | Allstate Financial Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 22, 2020 | Jul 26, 2021 (307 d) |
| Michelle Mengfen Ruan | Charles Schwab & Co., Inc. national BD | Allstate Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 25, 2020 | Jun 28, 2022 (672 d) |
| Daniel Mckinley Yancy | Ameriprise Financial Services, LLC national BD | Allstate Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 6, 2020 | Sep 1, 2020 |
| Michael Morgan Tolliver | Hornor, Townsend & Kent, LLC BD affiliated | Allstate Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 28, 2020 | May 20, 2026 (2122 d) |
| Edward Dale Meracle | Park Avenue Securities LLC BD affiliated | Allstate Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 27, 2020 | Jul 2, 2020 |
| Steven David Chafin | Peak American Investment Advisors, Inc. independent RIA | Allstate Financial Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 21, 2020 | Jun 4, 2021 (318 d) |
| Loren D Cunnington | Wells Fargo Advisors wirehouse | Allstate Financial Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 20, 2020 | Jul 27, 2020 |
| Albert Bryan Shapiro | Bankers Life Advisory Services, Inc. BD affiliated | Allstate Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 8, 2020 | Jul 28, 2020 |
| Jeffrey James White | Principal Securities, Inc. BD affiliated | Allstate Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 18, 2020 | Jun 3, 2020 |
| Howard Justin Heatherly | Wealth Watch Advisors, Inc independent RIA | Allstate Financial Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 18, 2020 | Jun 24, 2020 |
| Scott Howard Levin | Citizens Securities, Inc. BD affiliated | Allstate Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 17, 2020 | Jul 2, 2020 |
| Donna Lynette King | Securities America Advisors, Inc. BD affiliated | Allstate Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 10, 2020 | Sep 17, 2020 (99 d) |
| Connor David Vanderbrug | Equitable Advisors, LLC national BD | Allstate Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 2, 2020 | Jun 24, 2020 |
| Lana Smith | First Command Advisory Services BD affiliated | Allstate Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 19, 2020 | Jun 28, 2024 (1501 d) |
| Vito Petriello | Equitable Advisors, LLC national BD | Allstate Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 6, 2020 | Jun 1, 2020 |
| Maximo Lopez | Mutual Of Omaha Investor Services, Inc. no RAUM | Allstate Financial Advisors, LLC BD affiliated | Other | Apr 13, 2020 | May 28, 2020 (45 d) |
| Gary Hiromi Nakamura | Townsquare Capital, LLC independent RIA | Allstate Financial Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 29, 2020 | Mar 27, 2020 |
| Hurong Lou | Pruco Securities, LLC BD affiliated | Allstate Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 10, 2020 | Oct 20, 2023 (1319 d) |
| Bonnie Lynn Partin | Transamerica Financial Advisors, LLC BD affiliated | Allstate Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 10, 2020 | Apr 3, 2020 |
| Terence Vincent Gallagher | Ameriprise Financial Services, LLC national BD | Allstate Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 26, 2020 | Aug 20, 2020 (176 d) |
| Rafael Ceara Almodovar | MML Investors Services, LLC BD affiliated | Allstate Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 24, 2020 | May 14, 2021 (445 d) |
| Tobias Jude Wilhelm | Usaa Investment Services Company BD affiliated | Allstate Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 24, 2020 | May 5, 2020 (71 d) |
| Thomas M Ercolano | J.P. Morgan Securities LLC wirehouse | Allstate Financial Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Feb 7, 2020 | Oct 20, 2020 (256 d) |
| Jason Meksch | Fbl Wealth Management, LLC no RAUM | Allstate Financial Advisors, LLC BD affiliated | Other | Feb 7, 2020 | May 5, 2020 (88 d) |
| Matthew T Goelzer | Equitable Advisors, LLC national BD | Allstate Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 4, 2020 | Mar 12, 2020 (37 d) |
| Richard Esposito | Park Avenue Securities LLC BD affiliated | Allstate Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 30, 2020 | Jan 29, 2020 |
| William Todd Doran | Edward Jones national BD | Allstate Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 23, 2020 | Jan 24, 2020 |
| Mark John Faber | Pfg Advisors independent RIA | Allstate Financial Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 22, 2020 | Apr 5, 2021 (439 d) |
| Jennifer Lynn Jones | Ameriprise Financial Services, LLC national BD | Allstate Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 22, 2020 | Mar 6, 2020 (44 d) |
| David L Levitt | Pruco Securities, LLC BD affiliated | Allstate Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 7, 2020 | Apr 1, 2020 (85 d) |
| Kurtis E Burcume | Osaic Institutions, Inc. BD affiliated | Allstate Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 7, 2020 | Jul 10, 2020 (185 d) |
| Shane A Dayton | Transamerica Financial Advisors, LLC BD affiliated | Allstate Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 31, 2019 | Jan 6, 2021 (372 d) |
| Joseph E Stephens | Ic Advisory Services, Inc. BD affiliated | Allstate Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 31, 2019 | Mar 1, 2021 (426 d) |
| Colin Benjamin Wright | Edward Jones national BD | Allstate Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 24, 2019 | Jul 16, 2021 (570 d) |
626 moves match.