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Advisor at RESOLUTE RETIREMENT CONSULTING
HIGHLANDS RANCH, CO
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 |
|---|---|---|---|---|---|---|
| RESOLUTE RETIREMENT CONSULTING | State registered | Sep 27, 2024 | n/a | yes | HIGHLANDS RANCH, CO | Current employment |
| FOUNDERS FINANCIAL SECURITIES, LLC | Independent wealth | Oct 23, 2020 | Oct 4, 2024 | no | HIGHLANDS RANCH, CO|TOWSON, MD | Previous registration |
| PORTFOLIO DESIGN SERVICES, LLC | Independent wealth | Aug 9, 2012 | Oct 29, 2020 | no | RIVER FALLS, WI | Previous registration |
| MCMILL CPA AND ADVISORS | Independent wealth | Jun 28, 2011 | Oct 1, 2012 | no | NORFOLK, NE | Previous registration |
| STABLE TWO FINANCIAL LLC | Former SEC adviser | Nov 5, 2009 | Nov 30, 2010 | no | DALLAS, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FOUNDERS FINANCIAL SECURITIES, LLC | RESOLUTE RETIREMENT CONSULTING | Oct 4, 2024 | Sep 27, 2024 | -7 | Firm change | RIA to state RIA |
| PORTFOLIO DESIGN SERVICES, LLC | FOUNDERS FINANCIAL SECURITIES, LLC | Oct 29, 2020 | Oct 23, 2020 | -6 | Firm change | RIA to RIA |
| MCMILL CPA AND ADVISORS | PORTFOLIO DESIGN SERVICES, LLC | Oct 1, 2012 | Aug 9, 2012 | -53 | Firm change after gap | Other |
| STABLE TWO FINANCIAL LLC | MCMILL CPA AND ADVISORS | Nov 30, 2010 | Jun 28, 2011 | 210 | Firm change | Other |