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Reading the graph
Advisor at F5 FINANCIAL PLANNING, L.L.C.
Bedford, NH | NAPERVILLE, IL
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 |
|---|---|---|---|---|---|---|
| F5 FINANCIAL PLANNING, L.L.C. | Independent wealth | Dec 16, 2024 | n/a | yes | Bedford, NH|NAPERVILLE, IL | Current employment |
| FAMILY FINANCIAL | Independent wealth | Sep 13, 2023 | Oct 24, 2024 | no | Bedford, NH | Previous registration |
| MILESTONE FINANCIAL PLANNING, LLC | Independent wealth | May 30, 2018 | Mar 16, 2023 | no | BEDFORD, NH|BEDFORD, NH|Bedford, NH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FAMILY FINANCIAL | F5 FINANCIAL PLANNING, L.L.C. | Oct 24, 2024 | Dec 16, 2024 | 53 | Firm change | RIA to RIA |
| MILESTONE FINANCIAL PLANNING, LLC | FAMILY FINANCIAL | Mar 16, 2023 | Sep 13, 2023 | 181 | Firm change | RIA to RIA |