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Advisor at RETIREMENT AND WEALTH AT ALLIANT, LLC
Seattle, WA | WAYNE, PA
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 | Jun 3, 2024 | n/a | yes | Seattle, WA|WAYNE, PA | Current employment |
| TRANSAMERICA RETIREMENT ADVISORS, LLC | Bd affiliated wealth | Jul 3, 2023 | Jul 25, 2023 | no | Phoenix, AZ | Previous registration |
| NATIONWIDE INVESTMENT ADVISORS, LLC | Bd affiliated wealth | Jan 23, 2020 | Jun 12, 2023 | no | COLUMBUS, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT ADVISORS, LLC | RETIREMENT AND WEALTH AT ALLIANT, LLC | Jul 25, 2023 | Jun 3, 2024 | 314 | Firm change | Other |
| NATIONWIDE INVESTMENT ADVISORS, LLC | TRANSAMERICA RETIREMENT ADVISORS, LLC | Jun 12, 2023 | Jul 3, 2023 | 21 | Firm change | Ibd to ibd |