DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at IMPACT RETIREMENT ADVISORS
SAVAGE, MN
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 |
|---|---|---|---|---|---|---|
| IMPACT RETIREMENT ADVISORS | Other adviser | Jun 7, 2024 | n/a | yes | SAVAGE, MN | Current employment |
| NOTTINGHAM WEALTH PARTNERS, INC. | Independent wealth | Jan 3, 2022 | Aug 2, 2024 | no | SYRACUSE, NY|Savage, MN | Previous registration |
| FBD ASSET MGMT | Independent wealth | Dec 23, 2020 | Sep 26, 2021 | no | BLOOMINGTON, MN|Bloomington, MN | Previous registration |
| INTERVEST INTERNATIONAL, INC. | Former SEC adviser | Dec 14, 2012 | Nov 3, 2020 | no | BLOOMINGTON, MN|COLORADO SPRINGS, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NOTTINGHAM WEALTH PARTNERS, INC. | IMPACT RETIREMENT ADVISORS | Aug 2, 2024 | Jun 7, 2024 | -56 | Firm change after gap | RIA to new firm |
| FBD ASSET MGMT | NOTTINGHAM WEALTH PARTNERS, INC. | Sep 26, 2021 | Jan 3, 2022 | 99 | Firm change | RIA to RIA |
| INTERVEST INTERNATIONAL, INC. | FBD ASSET MGMT | Nov 3, 2020 | Dec 23, 2020 | 50 | Firm change | RIA to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 307216:306971:MN:2021-09-26 | Sep 26, 2021 | Jan 3, 2022 | BLOOMINGTON, MN | Firm change |
| 111516:307216:CO:2020-11-03 | Nov 3, 2020 | Dec 23, 2020 | COLORADO SPRINGS, CO | Firm change |