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Advisor at ACCELERATE RETIREMENT
Long Beach, CA | 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 | May 20, 2023 | n/a | yes | ALISO VIEJO, CA|Long Beach, CA | Current employment |
| WEALTHSPIRE RETIREMENT ADVISORY | Institutional manager | Jan 27, 2022 | Jul 6, 2023 | no | ALISO VIEJO, CA | Previous registration |
| Onedigital | Institutional manager | Dec 3, 2018 | Jan 6, 2022 | no | Long Beach, CA|OVERLAND PARK, KS | Previous registration |
| INDEPENDENT FINANCIAL PARTNERS | Bd affiliated wealth | Nov 21, 2014 | Dec 31, 2018 | no | LONG BEACH, CA|Long Beach, CA | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Apr 11, 2011 | Nov 24, 2014 | no | ROLLING HILLS ESTATES, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WEALTHSPIRE RETIREMENT ADVISORY | ACCELERATE RETIREMENT | Jul 6, 2023 | May 20, 2023 | -47 | Firm change after gap | Other |
| Onedigital | WEALTHSPIRE RETIREMENT ADVISORY | Jan 6, 2022 | Jan 27, 2022 | 21 | Firm change | Other |
| INDEPENDENT FINANCIAL PARTNERS | Onedigital | Dec 31, 2018 | Dec 3, 2018 | -28 | Firm change | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | INDEPENDENT FINANCIAL PARTNERS | Nov 24, 2014 | Nov 21, 2014 | -3 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 121254:325859:CA:2023-07-06 | Jul 6, 2023 | May 20, 2023 | ALISO VIEJO, CA | Firm change after gap |
| 106766:121254:KS:2022-01-06 | Jan 6, 2022 | Jan 27, 2022 | OVERLAND PARK, KS | Firm change |
| 125112:106766:CA:2018-12-24 | Dec 31, 2018 | Dec 3, 2018 | LONG BEACH, CA | Firm change |