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Advisor at MISSIONSQUARE RETIREMENT
WASHINGTON, DC | Big Moose Township, ME
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 |
|---|---|---|---|---|---|---|
| MISSIONSQUARE RETIREMENT | Bd affiliated wealth | Jan 20, 2016 | n/a | yes | WASHINGTON, DC|Big Moose Township, ME | Current employment |
| GUIDANCE POINT RETIREMENT SERVICES, LLC | Other adviser | Jul 16, 2012 | Nov 23, 2015 | no | BANGOR, ME|BANGOR, ME|PORTLAND, ME|PORTLAND, ME | Previous registration |
| GUIDANCE POINT ADVISORS, LLC | Independent wealth | Jul 15, 2012 | Nov 23, 2015 | no | BANGOR, ME|BANGOR, ME|WELLESLEY, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GUIDANCE POINT ADVISORS, LLC | GUIDANCE POINT RETIREMENT SERVICES, LLC | Nov 23, 2015 | Jul 16, 2012 | -1,225 | Firm change after gap | Other |
| GUIDANCE POINT RETIREMENT SERVICES, LLC | MISSIONSQUARE RETIREMENT | Nov 23, 2015 | Jan 20, 2016 | 58 | Firm change | Other |