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Advisor at SPECIALIZED RETIREMENT CONSULTANTS LLC
MARQUETTE, MI
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 |
|---|---|---|---|---|---|---|
| SPECIALIZED RETIREMENT CONSULTANTS LLC | Institutional manager | Aug 24, 2026 | n/a | yes | MARQUETTE, MI | Current employment |
| USI ADVISORS | Institutional manager | Aug 28, 2020 | Aug 3, 2021 | no | Kimberly, WI|GLASTONBURY, CT | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Dec 27, 2016 | Jul 28, 2020 | no | KIMBERLY, WI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| USI ADVISORS | SPECIALIZED RETIREMENT CONSULTANTS LLC | Aug 3, 2021 | Aug 24, 2026 | 1,847 | Firm change after gap | Other |
| LPL FINANCIAL LLC | USI ADVISORS | Jul 28, 2020 | Aug 28, 2020 | 31 | Firm change | Other |