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Advisor at THE RETIREMENT SOLUTION LLC
MILL CREEK, WA
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 |
|---|---|---|---|---|---|---|
| THE RETIREMENT SOLUTION LLC | Independent wealth | Apr 27, 2023 | n/a | yes | MILL CREEK, WA | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Dec 24, 2019 | Oct 14, 2022 | no | SAMMAMISH, WA | Previous registration |
| EDWARD JONES | National bd RIA | Jul 21, 2017 | Oct 7, 2019 | no | Lynnwood, WA|ST LOUIS, MO|KIRKLAND, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | THE RETIREMENT SOLUTION LLC | Oct 14, 2022 | Apr 27, 2023 | 195 | Firm change | Wirehouse to RIA |
| EDWARD JONES | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Oct 7, 2019 | Dec 24, 2019 | 78 | Firm change | Ibd to wirehouse |