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Advisor at SECURED RETIREMENT ADVISORS, LLC
ST LOUIS PARK, MN
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 |
|---|---|---|---|---|---|---|
| SECURED RETIREMENT ADVISORS, LLC | Independent wealth | Oct 28, 2024 | n/a | yes | ST LOUIS PARK, MN | Current employment |
| THRIVENT INVESTMENT MANAGEMENT INC. | Bd affiliated wealth | Nov 6, 2023 | Oct 21, 2024 | no | MINNEAPOLIS, MN|SHAKOPEE, MN|Excelsior, MN | Previous registration |
| NEIL JESANI WEALTH MANAGEMENT | Independent wealth | Mar 24, 2023 | Aug 8, 2023 | no | SUNRISE, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| THRIVENT INVESTMENT MANAGEMENT INC. | SECURED RETIREMENT ADVISORS, LLC | Oct 21, 2024 | Oct 28, 2024 | 7 | Firm change | Ibd to RIA |
| NEIL JESANI WEALTH MANAGEMENT | THRIVENT INVESTMENT MANAGEMENT INC. | Aug 8, 2023 | Nov 6, 2023 | 90 | Firm change | RIA to ibd |