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Advisor at LIFECARE RETIREMENT SOLUTIONS INC.
NEW CASTLE, IN
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 |
|---|---|---|---|---|---|---|
| LIFECARE RETIREMENT SOLUTIONS INC. | State registered | Jan 5, 2018 | n/a | yes | NEW CASTLE, IN | Current employment |
| GRADIENT ADVISORS, LLC | Independent wealth | Apr 10, 2017 | Dec 31, 2017 | no | New Castle, IN|ARDEN HILLS, MN | Previous registration |
| VANTAGE ADVISORS, LLC | Former SEC adviser | Oct 5, 2010 | Mar 1, 2017 | no | New Castle, IN|CARMEL, IN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GRADIENT ADVISORS, LLC | LIFECARE RETIREMENT SOLUTIONS INC. | Dec 31, 2017 | Jan 5, 2018 | 5 | Firm change | Other |
| VANTAGE ADVISORS, LLC | GRADIENT ADVISORS, LLC | Mar 1, 2017 | Apr 10, 2017 | 40 | Firm change | Other |