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Advisor at MAIN STREET RETIREMENT PLANNING, LLC
COPPELL, TX
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 |
|---|---|---|---|---|---|---|
| MAIN STREET RETIREMENT PLANNING, LLC | Independent wealth | Jan 13, 2022 | n/a | yes | COPPELL, TX | Current employment |
| RETIREMENT PLANNERS OF AMERICA | Independent wealth | Apr 4, 2011 | Jan 18, 2022 | no | PLANO, TX|Coppell, TX | Previous registration |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Bd affiliated wealth | May 13, 2009 | Jun 20, 2011 | no | COPPELL, TX | Previous registration |
| EAGLE STRATEGIES LLC | Bd affiliated wealth | Jun 5, 2002 | May 22, 2009 | no | COPPELL, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RETIREMENT PLANNERS OF AMERICA | MAIN STREET RETIREMENT PLANNING, LLC | Jan 18, 2022 | Jan 13, 2022 | -5 | Firm change | RIA to RIA |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | RETIREMENT PLANNERS OF AMERICA | Jun 20, 2011 | Apr 4, 2011 | -77 | Firm change after gap | Other |
| EAGLE STRATEGIES LLC | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | May 22, 2009 | May 13, 2009 | -9 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 157222:313051:TX:2022-01-18 | Jan 18, 2022 | Jan 13, 2022 | COPPELL, TX | Firm change |