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Advisor at RELIANT WEALTH PLANNING, LLC
Louisville, KY
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 |
|---|---|---|---|---|---|---|
| RELIANT WEALTH PLANNING, LLC | Independent wealth | Jan 17, 2017 | n/a | yes | Louisville, KY | Current employment |
| J.J.B. HILLIARD, W.L. LYONS, LLC | Former SEC adviser | Sep 26, 2008 | Feb 10, 2017 | no | LOUISVILLE, KY | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Dec 6, 2000 | Sep 30, 2008 | no | LOUISVILLE, KY|LOUISVILLE, KY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| J.J.B. HILLIARD, W.L. LYONS, LLC | RELIANT WEALTH PLANNING, LLC | Feb 10, 2017 | Jan 17, 2017 | -24 | Firm change | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | J.J.B. HILLIARD, W.L. LYONS, LLC | Sep 30, 2008 | Sep 26, 2008 | -4 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 453:286230:KY:2017-02-10 | Feb 10, 2017 | Jan 17, 2017 | LOUISVILLE, KY | Firm change |