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Advisor at ALIGHT FINANCIAL ADVISORS, LLC
CHARLOTTE, NC | Marietta, PA
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 |
|---|---|---|---|---|---|---|
| ALIGHT FINANCIAL ADVISORS, LLC | Independent wealth | Apr 3, 2025 | n/a | yes | Marietta, PA|CHARLOTTE, NC | Current employment |
| MML INVESTORS SERVICES, LLC | Bd affiliated wealth | Oct 18, 2022 | Apr 27, 2023 | no | MECHANICSBURG, PA|Mechanicsburg, PA | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Sep 1, 2021 | Oct 13, 2022 | no | WYOMISSING, PA|YORK, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MML INVESTORS SERVICES, LLC | ALIGHT FINANCIAL ADVISORS, LLC | Apr 27, 2023 | Apr 3, 2025 | 707 | Firm change after gap | Ibd to RIA |
| WELLS FARGO ADVISORS | MML INVESTORS SERVICES, LLC | Oct 13, 2022 | Oct 18, 2022 | 5 | Firm change | Wirehouse to ibd |