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Advisor at MAIN STREET RETIREMENT PLANNING, LLC
COPPELL, TX
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 |
|---|---|---|---|---|---|---|
| MAIN STREET RETIREMENT PLANNING, LLC | Independent wealth | Jan 24, 2022 | n/a | yes | COPPELL, TX | Current employment |
| RETIREMENT PLANNERS OF AMERICA | Independent wealth | Mar 20, 2020 | Feb 3, 2022 | no | PLANO, TX|COPPELL, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RETIREMENT PLANNERS OF AMERICA | MAIN STREET RETIREMENT PLANNING, LLC | Feb 3, 2022 | Jan 24, 2022 | -10 | Firm change | RIA to RIA |