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Advisor at RETIREMENT PLAN ADVISORS, LLC
Frisco, TX | CHICAGO, IL
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 |
|---|---|---|---|---|---|---|
| RETIREMENT PLAN ADVISORS, LLC | Mixed wealth | Mar 1, 2023 | n/a | yes | Frisco, TX|CHICAGO, IL | Current employment |
| INDEPENDENT FINANCIAL PARTNERS | Bd affiliated wealth | Mar 28, 2019 | Mar 1, 2023 | no | The Colony, TX|Dallas, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| INDEPENDENT FINANCIAL PARTNERS | RETIREMENT PLAN ADVISORS, LLC | Mar 1, 2023 | Mar 1, 2023 | 0 | Firm change | Ibd to RIA |