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.

Current firm

RETIREMENT AND WEALTH AT ALLIANT, LLC

Current firm class

institutional managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Nov 1, 2015earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Exams

S66|S63

First exam

Dec 23, 2020

First registration

Jun 9, 2021

Dual registered

yes, broker-dealer

Other names

Pat Tinkham|PATRICK TINKHAM

IAPD individual key

7320101

• Occurred

  Dec 31, 2024
  Advisor changed firm

  Patrick Ralph Tinkham left Vanguard Advisers, Inc. for Retirement And Wealth At Alliant, Llc (registered 2025-03-25)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:31b81076-4412-3efb-8362-b5d7c5c240b0

First observed

Jun 9, 2021

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.