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Advisor at RETIREMENT AND WEALTH AT ALLIANT, LLC
WAYNE, PA | Portsmouth, NH | Greenland, NH
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 |
|---|---|---|---|---|---|---|
| RETIREMENT AND WEALTH AT ALLIANT, LLC | Institutional manager | Sep 2, 2026 | n/a | yes | Greenland, NH|Portsmouth, NH|WAYNE, PA | Current employment |
| GLOBAL RETIREMENT PARTNERS LLC | Institutional manager | Sep 18, 2021 | Jul 8, 2026 | no | SAN RAFAEL, CA|Portsmouth, NH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | RETIREMENT AND WEALTH AT ALLIANT, LLC | Jul 8, 2026 | Sep 2, 2026 | 56 | Firm change | Other |