DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at LASALLE ST. INVESTMENT ADVISORS, L.L.C.
ELMHURST, IL | Willow Grove, 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 |
|---|---|---|---|---|---|---|
| LASALLE ST. INVESTMENT ADVISORS, L.L.C. | Bd affiliated wealth | May 5, 2021 | n/a | yes | Willow Grove, PA|ELMHURST, IL | Current employment |
| RETIREMENT PLANNING SPECIALISTS | Former SEC adviser | Apr 30, 2019 | Dec 31, 2021 | no | WILLOW GROVE, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RETIREMENT PLANNING SPECIALISTS | LASALLE ST. INVESTMENT ADVISORS, L.L.C. | Dec 31, 2021 | May 5, 2021 | -240 | Firm change after gap | RIA to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 157811:109701:PA:2021-12-23 | Dec 31, 2021 | May 5, 2021 | WILLOW GROVE, PA | Firm change after gap |