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Advisor at ALIGHT FINANCIAL ADVISORS, LLC
Evanston, IL | CHARLOTTE, NC
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 |
|---|---|---|---|---|---|---|
| ALIGHT FINANCIAL ADVISORS, LLC | Independent wealth | Aug 12, 2025 | n/a | yes | Evanston, IL|CHARLOTTE, NC | Current employment |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Jun 24, 2021 | Nov 15, 2024 | no | GREENWOOD VILLAGE, CO|HIGHLAND PARK, IL | Previous registration |
| EMPOWER ADVISORY GROUP, LLC | Bd affiliated wealth | Sep 18, 2018 | Apr 6, 2021 | no | GREENWOOD VILLAGE, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | ALIGHT FINANCIAL ADVISORS, LLC | Nov 15, 2024 | Aug 12, 2025 | 270 | Firm change | Ibd to RIA |
| EMPOWER ADVISORY GROUP, LLC | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Apr 6, 2021 | Jun 24, 2021 | 79 | Firm change | Other |