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Advisor at DECKER RETIREMENT PLANNING INC.
LEHI, UT | Bellevue, WA
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 |
|---|---|---|---|---|---|---|
| DECKER RETIREMENT PLANNING INC. | Independent wealth | Oct 19, 2023 | n/a | yes | Bellevue, WA|LEHI, UT | Current employment |
| JOSLIN CAPITAL ADVISORS LLC | Former SEC adviser | Jul 5, 2023 | Aug 23, 2023 | no | REDMOND, WA | Previous registration |
| COMPREHENSIVE WEALTH MANAGEMENT | Independent wealth | Sep 10, 2020 | Jul 5, 2023 | no | Lynnwood, WA | Previous registration |
| INDEPENDENT FINANCIAL GROUP, LLC | Bd affiliated wealth | Dec 8, 2014 | Sep 10, 2020 | no | LYNNWOOD, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| JOSLIN CAPITAL ADVISORS LLC | DECKER RETIREMENT PLANNING INC. | Aug 23, 2023 | Oct 19, 2023 | 57 | Firm change | RIA to RIA |
| COMPREHENSIVE WEALTH MANAGEMENT | JOSLIN CAPITAL ADVISORS LLC | Jul 5, 2023 | Jul 5, 2023 | 0 | Firm change | RIA to RIA |
| INDEPENDENT FINANCIAL GROUP, LLC | COMPREHENSIVE WEALTH MANAGEMENT | Sep 10, 2020 | Sep 10, 2020 | 0 | Firm change | RIA to RIA |