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Advisor at RETIRE SENSIBLY LLC
MERIDIAN, ID
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 |
|---|---|---|---|---|---|---|
| RETIRE SENSIBLY LLC | State registered | Jul 2, 2018 | n/a | yes | MERIDIAN, ID | Current employment |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Jun 24, 2015 | Apr 16, 2018 | no | MUKILTEO, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | RETIRE SENSIBLY LLC | Apr 16, 2018 | Jul 2, 2018 | 77 | Firm change | Ibd to state RIA |