DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at RETIREMENT AND WEALTH AT ALLIANT, LLC
Miami, FL | 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 | Dec 5, 2025 | n/a | yes | Miami, FL|WAYNE, PA | Current employment |
| EMPOWER ADVISORY GROUP, LLC | Bd affiliated wealth | Feb 11, 2025 | Nov 7, 2025 | no | MIAMI, FL|GREENWOOD VILLAGE, CO | Previous registration |
| TRUIST ADVISORY SERVICES, INC. | Bd affiliated wealth | Oct 7, 2022 | Jan 23, 2024 | no | MIAMI, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | RETIREMENT AND WEALTH AT ALLIANT, LLC | Nov 7, 2025 | Dec 5, 2025 | 28 | Firm change | Other |
| TRUIST ADVISORY SERVICES, INC. | EMPOWER ADVISORY GROUP, LLC | Jan 23, 2024 | Feb 11, 2025 | 385 | Firm change | Ibd to ibd |