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Advisor at ACCELERATE RETIREMENT
ALISO VIEJO, CA | Brighton, MI
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 | Nov 12, 2024 | n/a | yes | ALISO VIEJO, CA|Brighton, MI | Current employment |
| Onedigital | Institutional manager | Jan 15, 2019 | Jan 16, 2025 | no | Brighton, MI|OVERLAND PARK, KS | Previous registration |
| Spc | Bd affiliated wealth | Oct 21, 2014 | Feb 1, 2019 | no | TROY, MI|ANN ARBOR, MI | Previous registration |
| NFP ADVISOR SERVICES, LLC | Former SEC adviser | Jul 2, 2010 | Oct 24, 2014 | no | TROY, MI|TROY, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Onedigital | ACCELERATE RETIREMENT | Jan 16, 2025 | Nov 12, 2024 | -65 | Firm change after gap | Other |
| Spc | Onedigital | Feb 1, 2019 | Jan 15, 2019 | -17 | Firm change | Other |
| NFP ADVISOR SERVICES, LLC | Spc | Oct 24, 2014 | Oct 21, 2014 | -3 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 106766:325859:KS:2025-01-16 | Jan 16, 2025 | Nov 12, 2024 | OVERLAND PARK, KS | Firm change after gap |
| 110692:106766:MI:2019-02-01 | Feb 1, 2019 | Jan 15, 2019 | ANN ARBOR, MI | Firm change |