DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at LINCH FINANCIAL, LLC
FRISCO, TX | SOUTHLAKE, TX
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 |
|---|---|---|---|---|---|---|
| LINCH FINANCIAL, LLC | State registered | Oct 21, 2013 | n/a | yes | SOUTHLAKE, TX|FRISCO, TX | Current employment |
| RETIREMENT RESCUE ADVISOR'S LLC | n/a | Mar 28, 2023 | Dec 31, 2023 | no | PLANO, TX | Previous registration |
| RETIREMENT RESCUE ADVISOR'S LLC | n/a | Mar 3, 2015 | Dec 31, 2022 | no | PLANO, TX | Previous registration |
| ALLEGIANT FINANCIAL ADVISORS, LLC | State registered | Jan 28, 2009 | Dec 31, 2010 | no | MIAMI BEACH, FL | Previous registration |
| SWBC INVESTMENT COMPANY | Independent wealth | Jan 31, 2007 | Feb 20, 2007 | no | SAN ANTONIO, TX | Previous registration |
| VSR ADVISORY SERVICES | Former SEC adviser | May 13, 2005 | Dec 31, 2006 | no | FRISCO, TX|FRISCO, TX|OVERLAND PARK, KS | Previous registration |
| OSAIC FA, INC. | Former SEC adviser | Jul 30, 2003 | May 20, 2005 | no | DALLAS, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RETIREMENT RESCUE ADVISOR'S LLC | n/a | Dec 31, 2023 | n/a | n/a | Departure no registered destination | Departure |
| ALLEGIANT FINANCIAL ADVISORS, LLC | LINCH FINANCIAL, LLC | Dec 31, 2010 | Oct 21, 2013 | 1,025 | Firm change after gap | Other |
| SWBC INVESTMENT COMPANY | ALLEGIANT FINANCIAL ADVISORS, LLC | Feb 20, 2007 | Jan 28, 2009 | 708 | Firm change after gap | Other |
| VSR ADVISORY SERVICES | SWBC INVESTMENT COMPANY | Dec 31, 2006 | Jan 31, 2007 | 31 | Firm change | Other |
| OSAIC FA, INC. | VSR ADVISORY SERVICES | May 20, 2005 | May 13, 2005 | -7 | Firm change | Other |