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Reading the graph
Advisor at RISING FINANCIAL
ROBBINSDALE, MN
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 |
|---|---|---|---|---|---|---|
| RISING FINANCIAL | State registered | Oct 20, 2022 | n/a | yes | ROBBINSDALE, MN | Current employment |
| THE PLANNING CENTER, INC. | Independent wealth | Dec 15, 2015 | May 31, 2022 | no | MAPLE GROVE, MN|MOLINE, IL|MINNEAPOLIS, MN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| THE PLANNING CENTER, INC. | RISING FINANCIAL | May 31, 2022 | Oct 20, 2022 | 142 | Firm change | RIA to state RIA |