DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at ALIGHT FINANCIAL ADVISORS, LLC
CHARLOTTE, NC
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 |
|---|---|---|---|---|---|---|
| ALIGHT FINANCIAL ADVISORS, LLC | Independent wealth | Mar 8, 2018 | n/a | yes | CHARLOTTE, NC | Current employment |
| ADVICE AND PLANNING SERVICES | Bd affiliated wealth | Jan 23, 2006 | Jan 30, 2018 | no | CHARLOTTE, NC|CHARLOTTE, NC|CHARLOTTE, NC|CHARLOTTE, NC|CHARLOTTE, NC|CHARLOTTE, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ADVICE AND PLANNING SERVICES | ALIGHT FINANCIAL ADVISORS, LLC | Jan 30, 2018 | Mar 8, 2018 | 37 | Firm change | Other |