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Advisor at RETIREMENT INCOME SOLUTIONS, INC.
ANN ARBOR, MI
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 INCOME SOLUTIONS, INC. | Independent wealth | Sep 15, 2025 | n/a | yes | ANN ARBOR, MI | Current employment |
| VANGUARD ADVISERS, INC. | Bd affiliated wealth | Aug 23, 2016 | Sep 5, 2025 | no | Charlotte, NC|CHARLOTTE, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VANGUARD ADVISERS, INC. | RETIREMENT INCOME SOLUTIONS, INC. | Sep 5, 2025 | Sep 15, 2025 | 10 | Firm change | Ibd to RIA |