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Advisor at MINDFUL MONEY FINANCIAL COUNSEL, LLC
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 |
|---|---|---|---|---|---|---|
| MINDFUL MONEY FINANCIAL COUNSEL, LLC | State registered | Jan 7, 2011 | n/a | yes | CHICAGO, IL | Current employment |
| STRATEGIC ADVISERS LLC | National bd RIA | Dec 20, 2003 | Sep 9, 2010 | no | CHICAGO, IL|OAKBROOK, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STRATEGIC ADVISERS LLC | MINDFUL MONEY FINANCIAL COUNSEL, LLC | Sep 9, 2010 | Jan 7, 2011 | 120 | Firm change | Ibd to state RIA |