DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at SENTINEL PENSION ADVISORS, LLC.
WAKEFIELD, MA
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 |
|---|---|---|---|---|---|---|
| SENTINEL PENSION ADVISORS, LLC. | Institutional manager | Aug 21, 2026 | n/a | yes | WAKEFIELD, MA | Current employment |
| CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC | Institutional manager | Nov 8, 2022 | Mar 17, 2026 | no | Westborough, MA|NEWPORT BEACH, CA | Previous registration |
| RWA WEALTH PARTNERS | Independent wealth | Jun 4, 2019 | Oct 24, 2022 | no | BOSTON, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC | SENTINEL PENSION ADVISORS, LLC. | Mar 17, 2026 | Aug 21, 2026 | 157 | Firm change | Other |
| RWA WEALTH PARTNERS | CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC | Oct 24, 2022 | Nov 8, 2022 | 15 | Firm change | Other |