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RIA / WealthAdvisor28 years in industry

TERESSA LEA RAMBO

Advisor at RETIREMENT AND WEALTH AT ALLIANT, LLC

Fayetteville, AR | WAYNE, PA

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Apr 22, 2002 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: RETIREMENT AND WEALTH AT ALLIANT, LLC
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 26, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Jan 26, 1998
First registration: Apr 22, 2002
Dual registered: no
Other names: TERESSA LEA HUDSON|TERESSA LEA ELLIS
IAPD individual key: 2255734

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
RETIREMENT AND WEALTH AT ALLIANT, LLC	Institutional manager	Oct 26, 2022	n/a	yes	Fayetteville, AR\|WAYNE, PA	Current employment
Onedigital	Institutional manager	Jun 1, 2021	Oct 6, 2022	no	Little Rock, AR\|OVERLAND PARK, KS\|Scott, AR	Previous registration
GLOBAL RETIREMENT PARTNERS LLC	Institutional manager	Oct 5, 2017	Jun 8, 2021	no	Little Rock, AR\|SAN RAFAEL, CA	Previous registration
KESTRA ADVISORY SERVICES, LLC	Bd affiliated wealth	Apr 19, 2016	Sep 25, 2017	no	LITTLE ROCK, AR	Previous registration
NFP ADVISOR SERVICES, LLC	Former SEC adviser	Jan 21, 2015	Sep 22, 2016	no	LITTLE ROCK, AR	Previous registration
DATAPATH INVESTMENT ADVISORS, INC.	State registered	Oct 17, 2012	Jan 20, 2015	no	LITTLE ROCK, AR	Previous registration
FORVIS MAZARS WEALTH ADVISORS, LLC	Independent wealth	May 10, 2004	Nov 22, 2010	no	LITTLE ROCK, AR	Previous registration
A. G. EDWARDS & SONS, INC.	n/a	Apr 22, 2002	Apr 24, 2003	no	LITTLE ROCK, AR	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
Onedigital	RETIREMENT AND WEALTH AT ALLIANT, LLC	Oct 6, 2022	Oct 26, 2022	20	Firm change	Other
GLOBAL RETIREMENT PARTNERS LLC	Onedigital	Jun 8, 2021	Jun 1, 2021	-7	Firm change	Other
KESTRA ADVISORY SERVICES, LLC	GLOBAL RETIREMENT PARTNERS LLC	Sep 25, 2017	Oct 5, 2017	10	Firm change	Other
NFP ADVISOR SERVICES, LLC	KESTRA ADVISORY SERVICES, LLC	Sep 22, 2016	Apr 19, 2016	-156	Bulk transfer	Other
DATAPATH INVESTMENT ADVISORS, INC.	NFP ADVISOR SERVICES, LLC	Jan 20, 2015	Jan 21, 2015	1	Firm change	Other
FORVIS MAZARS WEALTH ADVISORS, LLC	DATAPATH INVESTMENT ADVISORS, INC.	Nov 22, 2010	Oct 17, 2012	695	Firm change after gap	Other
A. G. EDWARDS & SONS, INC.	FORVIS MAZARS WEALTH ADVISORS, LLC	Apr 24, 2003	May 10, 2004	382	Firm change	Other

Relationships

Registered with (8)

→ RETIREMENT AND WEALTH AT ALLIANT, LLCRegistered adviserregistration: current employment
Oct 26, 2022 to presentfactForm ADV
→ ONEDIGITALRegistered adviserregistration: previous registration
Jun 1, 2021 to Oct 6, 2022factForm ADV
→ GLOBAL RETIREMENT PARTNERS LLCRegistered adviserregistration: previous registration
Oct 5, 2017 to Jun 8, 2021factForm ADV
→ KESTRA ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Apr 19, 2016 to Sep 25, 2017factForm ADV
→ NFP ADVISOR SERVICES, LLCRegistered adviserregistration: previous registration
Jan 21, 2015 to Sep 22, 2016factForm ADV
→ DATAPATH INVESTMENT ADVISORS, INC.Registered adviserregistration: previous registration
Oct 17, 2012 to Jan 20, 2015factForm ADV
→ FORVIS MAZARS WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
May 10, 2004 to Nov 22, 2010factForm ADV
→ A. G. EDWARDS & SONS, INC.Registered adviserregistration: previous registration
Apr 22, 2002 to Apr 24, 2003factForm ADV

Dated events

Occurred
Oct 6, 2022
Advisor changed firm
Teressa Lea Rambo left Onedigital for Retirement And Wealth At Alliant, Llc (registered 2022-10-26)
Form ADVobserved 4 days ago