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Advisor at RETIREMENT AND WEALTH AT ALLIANT, LLC
Spokane, WA
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 | Nov 18, 2021 | n/a | yes | Spokane, WA | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Dec 17, 2020 | Jul 20, 2021 | no | SPOKANE, WA|NEW YORK, NY|SPOKANE, WA|SAN FRANCISCO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | RETIREMENT AND WEALTH AT ALLIANT, LLC | Jul 20, 2021 | Nov 18, 2021 | 121 | Firm change | Other |