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Advisor at ALLRED JACKSON FINANCIAL PLANNING, LLC
NORTH LOGAN, UT
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 |
|---|---|---|---|---|---|---|
| ALLRED JACKSON FINANCIAL PLANNING, LLC | State registered | Aug 11, 2014 | n/a | yes | NORTH LOGAN, UT | Current employment |
| BEACON FINANCIAL PLANNING, LLC | State registered | Jan 12, 2006 | Dec 24, 2014 | no | LOGAN, UT | Previous registration |
| AVANTAX ADVISORY SERVICES | Former SEC adviser | Jun 25, 2001 | Dec 31, 2005 | no | LOGAN, UT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BEACON FINANCIAL PLANNING, LLC | ALLRED JACKSON FINANCIAL PLANNING, LLC | Dec 24, 2014 | Aug 11, 2014 | -135 | Firm change after gap | Other |
| AVANTAX ADVISORY SERVICES | BEACON FINANCIAL PLANNING, LLC | Dec 31, 2005 | Jan 12, 2006 | 12 | Firm change | Other |