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Advisor at ASPEN WEALTH PLANNERS LLC
Broken Arrow, OK | BROKEN ARROW, OK
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 |
|---|---|---|---|---|---|---|
| ASPEN WEALTH PLANNERS LLC | State registered | Nov 29, 2022 | n/a | yes | BROKEN ARROW, OK|Broken Arrow, OK | Current employment |
| SULLIVAN FINANCIAL STRATEGIES, LLC | n/a | Aug 23, 2012 | Jun 20, 2024 | no | BROKEN ARROW, OK | Previous registration |
| STEP BY STEP FINANCIAL, LLC | State registered | Jan 12, 2011 | Feb 10, 2011 | no | TULSA, OK | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SULLIVAN FINANCIAL STRATEGIES, LLC | ASPEN WEALTH PLANNERS LLC | Jun 20, 2024 | Nov 29, 2022 | -569 | Firm change after gap | Other |
| STEP BY STEP FINANCIAL, LLC | SULLIVAN FINANCIAL STRATEGIES, LLC | Feb 10, 2011 | Aug 23, 2012 | 560 | Firm change after gap | Other |