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.

Current firm

RETIREMENT AND WEALTH AT ALLIANT, LLC

Current firm class

institutional managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jun 20, 2003earliest registration or exam on IAPD

Years in industry

23derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

9

Exams

S63|S65

First exam

Jun 20, 2003

First registration

Mar 24, 2009

Dual registered

no

IAPD individual key

3012366

• Occurred

  Jul 14, 2026
  Advisor changed firm

  Steven Robert Scott left Global Retirement Partners Llc for Retirement And Wealth At Alliant, Llc (registered 2026-07-07)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d4197af3-165b-de67-31a1-2ccf3dc6fe1e

First observed

Mar 24, 2009

Last observed

Sep 15, 2026 4 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.