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Advisor at ASSOCIATED INVESTMENT SERVICES, INC.
JANESVILLE, WI | ROCKFORD, IL | MACHESNEY PARK, 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 |
|---|---|---|---|---|---|---|
| ASSOCIATED INVESTMENT SERVICES, INC. | Independent wealth | Oct 20, 2022 | n/a | yes | ROCKFORD, IL|JANESVILLE, WI|MACHESNEY PARK, IL | Current employment |
| RETIREMENT INCOME STRATEGIES, LLC | Independent wealth | Sep 27, 2022 | Feb 16, 2023 | no | Madison, WI | Previous registration |
| UNCOMMON CENTS INVESTING | Independent wealth | Jan 4, 2020 | Jun 8, 2022 | no | JANESVILLE, WI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RETIREMENT INCOME STRATEGIES, LLC | ASSOCIATED INVESTMENT SERVICES, INC. | Feb 16, 2023 | Oct 20, 2022 | -119 | Firm change after gap | RIA to RIA |
| UNCOMMON CENTS INVESTING | RETIREMENT INCOME STRATEGIES, LLC | Jun 8, 2022 | Sep 27, 2022 | 111 | Firm change | RIA to RIA |