DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at ILIAD WEALTH SOLUTIONS
SCOTTSDALE, AZ
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 |
|---|---|---|---|---|---|---|
| ILIAD WEALTH SOLUTIONS | Former SEC adviser | May 5, 2022 | n/a | yes | SCOTTSDALE, AZ | Current employment |
| ILIAD WEALTH SOLUTIONS | Former SEC adviser | Nov 15, 2021 | Dec 31, 2021 | no | SCOTTSDALE, AZ | Previous registration |
| GUARDIAN WEALTH PARTNERS, LLC | Independent wealth | Jan 29, 2021 | Sep 29, 2021 | no | SCOTTSDALE, AZ | Previous registration |
| THE WEALTH CONSULTING GROUP | Independent wealth | Dec 20, 2016 | Oct 9, 2020 | no | New Castle, PA|LAS VEGAS, NV | Previous registration |
| MML INVESTORS SERVICES, LLC | Bd affiliated wealth | Sep 10, 2015 | Dec 19, 2016 | no | NEW CASTLE, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GUARDIAN WEALTH PARTNERS, LLC | ILIAD WEALTH SOLUTIONS | Sep 29, 2021 | Nov 15, 2021 | 47 | Firm change | Other |
| THE WEALTH CONSULTING GROUP | GUARDIAN WEALTH PARTNERS, LLC | Oct 9, 2020 | Jan 29, 2021 | 112 | Firm change | RIA to new firm |
| MML INVESTORS SERVICES, LLC | THE WEALTH CONSULTING GROUP | Dec 19, 2016 | Dec 20, 2016 | 1 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 10409:173194:PA:2016-12-19 | Dec 19, 2016 | Dec 20, 2016 | NEW CASTLE, PA | Firm change |