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Advisor at RETIREMENT PLAN ADVISORS, LLC
Frisco, TX | CHICAGO, IL
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 PLAN ADVISORS, LLC | Mixed wealth | Jul 23, 2024 | n/a | yes | Frisco, TX|CHICAGO, IL | Current employment |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Feb 26, 2024 | May 31, 2024 | no | Plano, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES, LLC | RETIREMENT PLAN ADVISORS, LLC | May 31, 2024 | Jul 23, 2024 | 53 | Firm change | Ibd to RIA |