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Advisor at RETIREMENT INVESTMENT ADVISORS INC
OKLAHOMA CITY, OK
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 INVESTMENT ADVISORS INC | Independent wealth | Jan 9, 2025 | n/a | yes | OKLAHOMA CITY, OK | Current employment |
| MORGAN STANLEY | Wirehouse | Jun 1, 2009 | Oct 14, 2010 | no | OKLAHOMA CITY, OK | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Apr 25, 2008 | Jun 1, 2009 | no | OKLAHOMA CITY, OK | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | RETIREMENT INVESTMENT ADVISORS INC | Oct 14, 2010 | Jan 9, 2025 | 5,201 | Firm change after gap | Wirehouse to RIA |
| CITIGROUP GLOBAL MARKETS INC. | MORGAN STANLEY | Jun 1, 2009 | Jun 1, 2009 | 0 | Bulk transfer | Other |