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Advisor at RETIREMENT PLANNERS OF AMERICA
PLANO, TX
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 PLANNERS OF AMERICA | Independent wealth | Jan 29, 2024 | n/a | yes | PLANO, TX | Current employment |
| MCGOWAN GROUP ASSET MANAGEMENT, INC. | Independent wealth | Jun 14, 2021 | Mar 18, 2022 | no | DALLAS, TX | Previous registration |
| USAA INVESTMENT SERVICES COMPANY | No RAUM reported | Sep 10, 2018 | Sep 30, 2019 | no | Addison, TX|ADDISON, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MCGOWAN GROUP ASSET MANAGEMENT, INC. | RETIREMENT PLANNERS OF AMERICA | Mar 18, 2022 | Jan 29, 2024 | 682 | Firm change after gap | RIA to RIA |
| USAA INVESTMENT SERVICES COMPANY | MCGOWAN GROUP ASSET MANAGEMENT, INC. | Sep 30, 2019 | Jun 14, 2021 | 623 | Firm change after gap | Ibd to RIA |