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Advisor at 360 IRA
Collegeville, PA | ST. CHARLES, MO
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 |
|---|---|---|---|---|---|---|
| 360 IRA | State registered | Oct 26, 2023 | n/a | yes | Collegeville, PA|ST. CHARLES, MO | Current employment |
| BANKERS LIFE ADVISORY SERVICES, INC. | Bd affiliated wealth | Jul 10, 2023 | Aug 22, 2023 | no | CHICAGO, IL|King of Prussia, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BANKERS LIFE ADVISORY SERVICES, INC. | 360 IRA | Aug 22, 2023 | Oct 26, 2023 | 65 | Firm change | Ibd to state RIA |