DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at RETIREMENT AND WEALTH AT ALLIANT, LLC
WAYNE, PA | Portsmouth, NH
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 | Aug 31, 2026 | n/a | yes | Portsmouth, NH|Portsmouth, NH|WAYNE, PA | Current employment |
| GLOBAL RETIREMENT PARTNERS LLC | Institutional manager | May 15, 2018 | Jul 15, 2026 | no | Portsmouth, NH|SAN RAFAEL, CA | Previous registration |
| ASSOCIATED SECURITIES CORP. | n/a | Oct 6, 2006 | Dec 31, 2008 | no | CHICAGO, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | RETIREMENT AND WEALTH AT ALLIANT, LLC | Jul 15, 2026 | Aug 31, 2026 | 47 | Firm change | Other |
| ASSOCIATED SECURITIES CORP. | GLOBAL RETIREMENT PARTNERS LLC | Dec 31, 2008 | May 15, 2018 | 3,422 | Firm change after gap | Other |