DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at LEAP WEALTH MANAGEMENT
DALLAS, TX
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 |
|---|---|---|---|---|---|---|
| LEAP WEALTH MANAGEMENT | Independent wealth | Dec 20, 2018 | n/a | yes | DALLAS, TX | Current employment |
| LEAP WEALTH MANAGEMENT | Independent wealth | Jan 5, 2010 | May 24, 2018 | no | DALLAS, TX | Previous registration |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Jan 4, 1995 | Jan 6, 2010 | no | DALLAS, TX|PLANO, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES, LLC | LEAP WEALTH MANAGEMENT | Jan 6, 2010 | Jan 5, 2010 | -1 | Firm change | Ibd to RIA |