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Advisor at WELLTH ADVISORY SERVICES, LLC
Las Vegas, NV | SHOREWOOD, IL
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 |
|---|---|---|---|---|---|---|
| WELLTH ADVISORY SERVICES, LLC | Institutional manager | Jan 1, 2025 | n/a | yes | SHOREWOOD, IL|Las Vegas, NV | Current employment |
| GLOBAL RETIREMENT PARTNERS LLC | Institutional manager | Apr 4, 2022 | Jul 10, 2024 | no | North Las Vegas, NV|SAN RAFAEL, CA|Las Vegas, NV | Previous registration |
| INVEST FINANCIAL CORPORATION | Former SEC adviser | Aug 27, 2013 | Feb 14, 2018 | no | LAS VEGAS, NV | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Jun 14, 2011 | Aug 27, 2013 | no | LAS VEGAS, NV|HENDERSON, NV | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | WELLTH ADVISORY SERVICES, LLC | Jul 10, 2024 | Jan 1, 2025 | 175 | Bulk transfer | Other |
| INVEST FINANCIAL CORPORATION | GLOBAL RETIREMENT PARTNERS LLC | Feb 14, 2018 | Apr 4, 2022 | 1,510 | Firm change after gap | Other |
| LPL FINANCIAL LLC | INVEST FINANCIAL CORPORATION | Aug 27, 2013 | Aug 27, 2013 | 0 | Firm change | Other |