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Advisor at ACCELERATE RETIREMENT
Long Beach, CA | ALISO VIEJO, CA
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 |
|---|---|---|---|---|---|---|
| ACCELERATE RETIREMENT | Independent wealth | May 15, 2023 | n/a | yes | Long Beach, CA|ALISO VIEJO, CA | Current employment |
| WEALTHSPIRE RETIREMENT ADVISORY | Institutional manager | Dec 2, 2021 | Jul 31, 2023 | no | ALISO VIEJO, CA | Previous registration |
| Onedigital | Institutional manager | Dec 3, 2018 | Jan 6, 2022 | no | Long Beach, CA|OVERLAND PARK, KS | Previous registration |
| INDEPENDENT FINANCIAL PARTNERS | Bd affiliated wealth | Nov 21, 2014 | Dec 31, 2018 | no | LONG BEACH, CA|Long Beach, CA | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jun 15, 2012 | Nov 24, 2014 | no | LONG BEACH, CA|ROLLING HILLS ESTATES, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WEALTHSPIRE RETIREMENT ADVISORY | ACCELERATE RETIREMENT | Jul 31, 2023 | May 15, 2023 | -77 | Firm change after gap | Other |
| Onedigital | WEALTHSPIRE RETIREMENT ADVISORY | Jan 6, 2022 | Dec 2, 2021 | -35 | Firm change after gap | Other |
| INDEPENDENT FINANCIAL PARTNERS | Onedigital | Dec 31, 2018 | Dec 3, 2018 | -28 | Firm change | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | INDEPENDENT FINANCIAL PARTNERS | Nov 24, 2014 | Nov 21, 2014 | -3 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 121254:325859:CA:2023-07-06 | Jul 31, 2023 | May 15, 2023 | ALISO VIEJO, CA | Firm change after gap |
| 106766:121254:KS:2022-01-06 | Jan 6, 2022 | Dec 2, 2021 | OVERLAND PARK, KS | Firm change after gap |
| 125112:106766:CA:2018-12-24 | Dec 31, 2018 | Dec 3, 2018 | LONG BEACH, CA | Firm change |