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Advisor at PARAGON RETIREMENT PLANNING, INC.
TROY, MI
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 |
|---|---|---|---|---|---|---|
| PARAGON RETIREMENT PLANNING, INC. | State registered | Jul 19, 2024 | n/a | yes | TROY, MI | Current employment |
| MML INVESTORS SERVICES, LLC | Bd affiliated wealth | Dec 19, 2023 | Feb 28, 2024 | no | Southfield, MI | Previous registration |
| PRUCO SECURITIES, LLC | No RAUM reported | May 25, 2023 | Jul 10, 2023 | no | TROY, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MML INVESTORS SERVICES, LLC | PARAGON RETIREMENT PLANNING, INC. | Feb 28, 2024 | Jul 19, 2024 | 142 | Firm change | Ibd to state RIA |
| PRUCO SECURITIES, LLC | MML INVESTORS SERVICES, LLC | Jul 10, 2023 | Dec 19, 2023 | 162 | Firm change | Ibd to ibd |