DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at ACCELERATE RETIREMENT
Snohomish, WA | 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 | Jan 7, 2025 | n/a | yes | Snohomish, WA|ALISO VIEJO, CA | Current employment |
| KESTRA ADVISORY SERVICES, LLC | Bd affiliated wealth | Apr 19, 2016 | Dec 31, 2024 | no | LYNNWOOD, WA | Previous registration |
| NFP ADVISOR SERVICES, LLC | Former SEC adviser | May 22, 2007 | Sep 22, 2016 | no | AUSTIN, TX|Snohomish, WA | Previous registration |
| CETERA ADVISOR NETWORKS LLC | Former SEC adviser | Aug 15, 2006 | Jun 12, 2007 | no | LYNNWOOD, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES, LLC | ACCELERATE RETIREMENT | Dec 31, 2024 | Jan 7, 2025 | 7 | Firm change | Ibd to RIA |
| NFP ADVISOR SERVICES, LLC | KESTRA ADVISORY SERVICES, LLC | Sep 22, 2016 | Apr 19, 2016 | -156 | Bulk transfer | Other |
| CETERA ADVISOR NETWORKS LLC | NFP ADVISOR SERVICES, LLC | Jun 12, 2007 | May 22, 2007 | -21 | Firm change | Other |