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Advisor at RETIREMENT AND WEALTH AT ALLIANT, LLC
Westfield, NJ
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 AND WEALTH AT ALLIANT, LLC | Institutional manager | Jul 12, 2017 | n/a | yes | Westfield, NJ | Current employment |
| VICUS CAPITAL, INC. | Independent wealth | Apr 8, 2014 | Sep 18, 2017 | no | NEW YORK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VICUS CAPITAL, INC. | RETIREMENT AND WEALTH AT ALLIANT, LLC | Sep 18, 2017 | Jul 12, 2017 | -68 | Firm change after gap | Other |