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Advisor at ACCELERATE RETIREMENT
Dallas, TX | ALISO VIEJO, CA
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 |
|---|---|---|---|---|---|---|
| ACCELERATE RETIREMENT | Independent wealth | Jun 18, 2023 | n/a | yes | Dallas, TX|ALISO VIEJO, CA | Current employment |
| WEALTHSPIRE RETIREMENT ADVISORY | Institutional manager | Dec 14, 2022 | Jul 6, 2023 | no | ALISO VIEJO, CA|Dallas, TX | Previous registration |
| BALEFIRE, LLC | Independent wealth | Jul 8, 2019 | Dec 7, 2022 | no | DALLAS, TX | Previous registration |
| HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC. | Former SEC adviser | Feb 16, 2018 | Apr 5, 2019 | no | DALLAS, TX|Dallas, TX|CONCORD, CA | Previous registration |
| IPS ADVISORS | Former SEC adviser | Jan 6, 2015 | Mar 31, 2018 | no | DALLAS, TX | Previous registration |
| NFP ADVISOR SERVICES, LLC | Former SEC adviser | May 3, 2007 | Jan 2, 2015 | no | DALLAS, TX | Previous registration |
| MSI FINANCIAL SERVICES, INC. | Former SEC adviser | May 28, 2003 | Dec 31, 2005 | no | PLANO, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WEALTHSPIRE RETIREMENT ADVISORY | ACCELERATE RETIREMENT | Jul 6, 2023 | Jun 18, 2023 | -18 | Firm change | Other |
| BALEFIRE, LLC | WEALTHSPIRE RETIREMENT ADVISORY | Dec 7, 2022 | Dec 14, 2022 | 7 | Firm change | Other |
| HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC. | BALEFIRE, LLC | Apr 5, 2019 | Jul 8, 2019 | 94 | Firm change | Other |
| IPS ADVISORS | HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC. | Mar 31, 2018 | Feb 16, 2018 | -43 | Firm change after gap | Other |
| NFP ADVISOR SERVICES, LLC | IPS ADVISORS | Jan 2, 2015 | Jan 6, 2015 | 4 | Firm change | Other |
| MSI FINANCIAL SERVICES, INC. | NFP ADVISOR SERVICES, LLC | Dec 31, 2005 | May 3, 2007 | 488 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 42046:172840:TX:2015-01-02 | Jan 2, 2015 | Jan 6, 2015 | DALLAS, TX | Firm change |