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Advisor at ALIGHT FINANCIAL ADVISORS, LLC
Waco, TX | CHARLOTTE, NC
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 | Mar 11, 2022 | n/a | yes | Waco, TX|CHARLOTTE, NC | Current employment |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Mar 4, 2020 | Feb 24, 2022 | no | AUSTIN, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES, LLC | ALIGHT FINANCIAL ADVISORS, LLC | Feb 24, 2022 | Mar 11, 2022 | 15 | Firm change | Ibd to RIA |