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Advisor at FORTRESS WEALTH GROUP
WINTER PARK, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| FORTRESS WEALTH GROUP | Independent wealth | Jun 29, 2020 | n/a | yes | WINTER PARK, FL | Current employment |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Sep 5, 2014 | Jun 23, 2020 | no | ORLANDO, FL | Previous registration |
| LEDFORD FINANCIAL, INC. | n/a | Nov 17, 2003 | Dec 31, 2005 | no | ORLANDO, FL | Previous registration |
| COMMONWEALTH FINANCIAL NETWORK | National bd RIA | Dec 13, 2001 | Sep 5, 2014 | no | ORLANDO, FL|ORLANDO, FL|ORLANDO, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES, LLC | FORTRESS WEALTH GROUP | Jun 23, 2020 | Jun 29, 2020 | 6 | Firm change | Ibd to new firm |
| COMMONWEALTH FINANCIAL NETWORK | LEDFORD FINANCIAL, INC. | Sep 5, 2014 | Nov 17, 2003 | -3,945 | Firm change after gap | Other |
| LEDFORD FINANCIAL, INC. | AMERIPRISE FINANCIAL SERVICES, LLC | Dec 31, 2005 | Sep 5, 2014 | 3,170 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 6363:308968:FL:2020-06-23 | Jun 23, 2020 | Jun 29, 2020 | ORLANDO, FL | Firm change |