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Advisor at RETIREMENT AND WEALTH AT ALLIANT, LLC
WAYNE, PA | Oklahoma City, 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 |
|---|---|---|---|---|---|---|
| RETIREMENT AND WEALTH AT ALLIANT, LLC | Institutional manager | Nov 10, 2022 | n/a | yes | Oklahoma City, OK|WAYNE, PA | Current employment |
| ARGENT RETIREMENT PLAN ADVISORS, LLC | Institutional manager | Jan 7, 2019 | Nov 3, 2022 | no | Oklahoma City, OK|NEW ORLEANS, LA | Previous registration |
| INVESTRUST CONSULTING, LLC | Independent wealth | Oct 7, 2013 | Jan 15, 2019 | no | OKLAHOMA CITY, OK | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ARGENT RETIREMENT PLAN ADVISORS, LLC | RETIREMENT AND WEALTH AT ALLIANT, LLC | Nov 3, 2022 | Nov 10, 2022 | 7 | Firm change | Other |
| INVESTRUST CONSULTING, LLC | ARGENT RETIREMENT PLAN ADVISORS, LLC | Jan 15, 2019 | Jan 7, 2019 | -8 | Firm change | Other |