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Advisor at SENTINEL PENSION ADVISORS, LLC.
WAKEFIELD, MA
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 |
|---|---|---|---|---|---|---|
| SENTINEL PENSION ADVISORS, LLC. | Institutional manager | Jul 21, 2025 | n/a | yes | WAKEFIELD, MA | Current employment |
| IMA ADVISORY SERVICES, INC. | Mixed wealth | Aug 2, 2024 | May 30, 2025 | no | DENVER, CO|NEWTON, MA | Previous registration |
| SENTINEL PENSION ADVISORS, LLC. | Institutional manager | May 13, 2019 | Apr 4, 2024 | no | WAKEFIELD, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| IMA ADVISORY SERVICES, INC. | SENTINEL PENSION ADVISORS, LLC. | May 30, 2025 | Jul 21, 2025 | 52 | Firm change | Other |
| SENTINEL PENSION ADVISORS, LLC. | IMA ADVISORY SERVICES, INC. | Apr 4, 2024 | Aug 2, 2024 | 120 | Firm change | Other |