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Advisor at AMERIPRISE FINANCIAL SERVICES, LLC
ORLANDO, FL | Lake Mary, FL
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 |
|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Aug 27, 2026 | n/a | yes | ORLANDO, FL|Lake Mary, FL|Lake Mary, FL | Current employment |
| EDWARD JONES | National bd RIA | Feb 11, 2026 | Aug 17, 2026 | no | Lake Mary, FL|ST. LOUIS, MO|Naples, FL | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jan 3, 2025 | Jan 21, 2026 | no | LAKE MARY, FL | Previous registration |
| EDWARD JONES | National bd RIA | Nov 21, 2023 | Dec 9, 2024 | no | APOPKA, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EDWARD JONES | AMERIPRISE FINANCIAL SERVICES, LLC | Aug 17, 2026 | Aug 27, 2026 | 10 | Firm change | Ibd to ibd |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | EDWARD JONES | Jan 21, 2026 | Feb 11, 2026 | 21 | Firm change | Wirehouse to ibd |
| EDWARD JONES | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Dec 9, 2024 | Jan 3, 2025 | 25 | Firm change | Ibd to wirehouse |