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Advisor at UNIQUE INVESTMENT ADVISORS, LLC
PHOENIX, AZ
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 |
|---|---|---|---|---|---|---|
| UNIQUE INVESTMENT ADVISORS, LLC | State registered | Sep 1, 2020 | n/a | yes | PHOENIX, AZ | Current employment |
| LIFETYME FINANCIAL ADVISORS, LLC | State registered | Mar 12, 2012 | Dec 31, 2020 | no | SCOTTSDALE, AZ|SCOTTSDALE, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LIFETYME FINANCIAL ADVISORS, LLC | UNIQUE INVESTMENT ADVISORS, LLC | Dec 31, 2020 | Sep 1, 2020 | -121 | Firm change after gap | Other |