DFX 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 |
|---|---|---|---|---|---|
| Tod David Ross | Primerica Advisors national BD | Allstate Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 12, 2019 | Nov 26, 2019 |
| Keith T Lohm | Citizens Securities, Inc. BD affiliated | Allstate Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 6, 2019 | Apr 28, 2021 (539 d) |
| Dane Broadie | Legacy Financial Strategies, LLC independent RIA | Allstate Financial Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 3, 2019 | May 13, 2020 (223 d) |
| Albert Maurice Judson | Edward Jones national BD | Allstate Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 2, 2019 | Dec 2, 2019 (61 d) |
| Anthony Lee Allbright | Ameriprise Financial Services, LLC national BD | Allstate Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 23, 2019 | Oct 15, 2019 |
| Kelly Zitting | MML Investors Services, LLC BD affiliated | Allstate Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 19, 2019 | Sep 20, 2019 |
| Mark Bryant Ruyle | Morgan Stanley wirehouse | Allstate Financial Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Sep 17, 2019 | Nov 12, 2019 (56 d) |
| Craig J Engel | Edelman Financial Engines independent RIA | Allstate Financial Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 16, 2019 | Jun 22, 2020 (280 d) |
| Todd Christopher Mendler | Quest 10 Wealth Builders, Inc. independent RIA | Allstate Financial Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 11, 2019 | Sep 30, 2019 |
| Ryan Smarr | Copper Financial independent RIA | Allstate Financial Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 3, 2019 | Oct 20, 2023 (1508 d) |
| Luis Magin Alcala | Pruco Securities, LLC BD affiliated | Allstate Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 16, 2019 | Aug 29, 2019 |
| Kevin P Moeller | Next Financial Group, Inc. BD affiliated | Allstate Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 13, 2019 | Aug 7, 2019 |
| Jonathan Paul Bostwick | LPL Financial LLC independent RIA | Allstate Financial Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 2, 2019 | Apr 12, 2021 (619 d) |
| Stacia Dewitt | Mutual Of Omaha Investor Services, Inc. no RAUM | Allstate Financial Advisors, LLC BD affiliated | Other | Jul 26, 2019 | Aug 20, 2019 |
| Gregory Prymaczek | Equitable Advisors, LLC national BD | Allstate Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 18, 2019 | Feb 9, 2021 (572 d) |
| Thomas Michael Schreiner | Pruco Securities, LLC BD affiliated | Allstate Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 15, 2019 | Aug 18, 2021 (765 d) |
| Philip Lennox | Capital Analysts BD affiliated | Allstate Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 15, 2019 | Dec 24, 2019 (162 d) |
| Jeffrey Edwin Kissiar | Bankers Life Advisory Services, Inc. BD affiliated | Allstate Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 11, 2019 | May 27, 2020 (321 d) |
| Kevin H. Gay | Pnc Wealth Management BD affiliated | Allstate Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 2, 2019 | Sep 20, 2019 (80 d) |
| Joseph R Volpi | Thrivent Investment Management Inc. BD affiliated | Allstate Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 28, 2019 | Aug 7, 2019 (40 d) |
| Jonathan Jed Meyers | LPL Financial LLC independent RIA | Allstate Financial Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 6, 2019 | Jun 21, 2019 |
| Robert Corey Finch | Pnc Managed Account Solutions, Inc. BD affiliated | Allstate Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 4, 2019 | Oct 24, 2019 (142 d) |
| Donald Craig Rogers | Oneamerica Securities, Inc. BD affiliated | Allstate Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 21, 2019 | May 14, 2019 |
| Mark P Mcginnis | Citizens Securities, Inc. BD affiliated | Allstate Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 14, 2019 | Oct 1, 2019 (140 d) |
| Matthew Thomas Oelschlager | Esi Financial Advisors BD affiliated | Allstate Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 9, 2019 | Jun 11, 2019 (33 d) |
| John Cody Saulpaw | Fbl Wealth Management, LLC no RAUM | Allstate Financial Advisors, LLC BD affiliated | Other | May 9, 2019 | May 31, 2019 |
| Darin Robert Hall | LPL Financial LLC independent RIA | Allstate Financial Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 1, 2019 | Oct 21, 2019 (173 d) |
| Rene Hernandez | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Allstate Financial Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 30, 2019 | Apr 30, 2019 |
| Ronald Edward Wilson | MML Investors Services, LLC BD affiliated | Allstate Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 18, 2019 | Apr 24, 2019 |
| Richard Chan | Equitable Advisors, LLC national BD | Allstate Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 18, 2019 | Jul 29, 2019 (102 d) |
| Kenneth Gregory Klages | Valic Financial Advisors, Inc. BD affiliated | Allstate Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 15, 2019 | Apr 30, 2019 |
| Steven Lynn Oneal | Capital One Advisors, LLC no RAUM | Allstate Financial Advisors, LLC BD affiliated | Other | Apr 9, 2019 | Aug 18, 2021 (862 d) |
| Roman Gonzalez | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Allstate Financial Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 9, 2019 | Aug 14, 2019 (127 d) |
| Bryan James Baccaro | Equitable Advisors, LLC national BD | Allstate Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 5, 2019 | Jun 4, 2019 (60 d) |
| Rea Ptacin | Principal Securities, Inc. BD affiliated | Allstate Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 5, 2019 | Mar 25, 2019 |
| Christopher Croy Sprague | Park Avenue Securities LLC BD affiliated | Allstate Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 3, 2019 | Mar 29, 2019 |
| Maxwell Chadwick Myrick | Harbor Financial Services, LLC independent RIA | Allstate Financial Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 2, 2019 | Oct 19, 2023 (1661 d) |
| Tony Kang | B. Riley Wealth Advisors, Inc. BD affiliated | Allstate Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 25, 2019 | Mar 15, 2019 |
| Terry Toth | W&S Brokerage Services, Inc. no RAUM | Allstate Financial Advisors, LLC BD affiliated | Other | Mar 22, 2019 | Mar 6, 2019 |
| Christopher G. Barton | Equitable Advisors, LLC national BD | Allstate Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 7, 2019 | Dec 22, 2021 (1049 d) |
| Kent Edmund Sipe | Pruco Securities, LLC BD affiliated | Allstate Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 15, 2019 | Jan 8, 2019 |
| Tyler R Lieberman | Cetera Investment Advisers LLC BD affiliated | Allstate Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 2, 2019 | Feb 6, 2019 (35 d) |
| Michael Anthony Millard | Trutoro independent RIA | Allstate Financial Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 31, 2018 | Sep 12, 2019 (255 d) |
| Sherri Thomas | Cuna Brokerage Services, Inc. mixed wealth | Allstate Financial Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 21, 2018 | Dec 14, 2018 |
| Don Howard Hart | Oneamerica Securities, Inc. BD affiliated | Allstate Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 21, 2018 | Dec 20, 2018 |
| Bruce Craig Mcculloch | Sorrento Pacific Financial, LLC independent RIA | Allstate Financial Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 20, 2018 | Mar 14, 2019 (84 d) |
| Rodolfo Delasierra | Park Avenue Securities LLC BD affiliated | Allstate Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 19, 2018 | Mar 20, 2019 (91 d) |
| Neetaben Patel | Harbor Financial Services, LLC independent RIA | Allstate Financial Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 18, 2018 | Feb 8, 2019 (52 d) |
| Ziaul Islam Khondker | Park Avenue Securities LLC BD affiliated | Allstate Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 7, 2018 | Dec 3, 2018 |
| Victoria Lynn Dickerson | Osaic Wealth, Inc. BD affiliated | Allstate Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 4, 2018 | Nov 30, 2018 |
| Andrew Chandler Parks | Raymond James Financial Services Advisors, Inc BD affiliated | Allstate Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 3, 2018 | Jan 16, 2019 (44 d) |
| Christopher Nicholas Crandle | Morgan Stanley wirehouse | Allstate Financial Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Nov 29, 2018 | May 15, 2021 (898 d) |
| Janet Lisa Connolly | Farmers Financial Solutions, LLC no RAUM | Allstate Financial Advisors, LLC BD affiliated | Other | Nov 21, 2018 | May 2, 2019 (162 d) |
| Steven Brant Rose | Usaa Investment Services Company BD affiliated | Allstate Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 21, 2018 | Mar 29, 2019 (128 d) |
| Santiago Feliciano | Gwn Securities Inc. BD affiliated | Allstate Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 21, 2018 | Oct 25, 2023 (1799 d) |
| Niki Renee Gray | Raymond James Financial Services Advisors, Inc BD affiliated | Allstate Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 16, 2018 | Nov 2, 2023 (1812 d) |
| Riley Deloss Rankin | Park Avenue Securities LLC BD affiliated | Allstate Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 16, 2018 | Jun 10, 2020 (572 d) |
| Derrick Scott Kelly | Bankers Life Advisory Services, Inc. BD affiliated | Allstate Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 15, 2018 | Nov 1, 2018 |
| Zachary P Laake | Oneamerica Securities, Inc. BD affiliated | Allstate Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 5, 2018 | Oct 29, 2018 |
| Kenneth Lee Clark | Edward Jones national BD | Allstate Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 30, 2018 | Mar 16, 2021 (868 d) |
626 moves match.