DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at ACCELERATE RETIREMENT
ALISO VIEJO, CA | Campbell, 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 | Nov 12, 2024 | n/a | yes | ALISO VIEJO, CA|Campbell, CA | Current employment |
| Onedigital | Institutional manager | Jan 18, 2019 | Jan 21, 2025 | no | Brighton, MI|OVERLAND PARK, KS | Previous registration |
| Spc | Bd affiliated wealth | Oct 26, 2016 | Feb 1, 2019 | no | Troy, MI|ANN ARBOR, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Onedigital | ACCELERATE RETIREMENT | Jan 21, 2025 | Nov 12, 2024 | -70 | Firm change after gap | Other |
| Spc | Onedigital | Feb 1, 2019 | Jan 18, 2019 | -14 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 106766:325859:KS:2025-01-16 | Jan 21, 2025 | Nov 12, 2024 | OVERLAND PARK, KS | Firm change after gap |
| 110692:106766:MI:2019-02-01 | Feb 1, 2019 | Jan 18, 2019 | ANN ARBOR, MI | Firm change |