DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at THE GOODLAND GROUP
GOLETA, CA
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 |
|---|---|---|---|---|---|---|
| THE GOODLAND GROUP | State registered | Jan 16, 2020 | n/a | yes | GOLETA, CA | Current employment |
| Ellevest | Independent wealth | Nov 16, 2018 | Nov 30, 2021 | no | Santa Barbara, CA|NEW YORK, NY | Previous registration |
| LEARNVEST PLANNING SERVICES, LLC | Former SEC adviser | Jan 24, 2013 | Jun 11, 2018 | no | SAN DIEGO, CA|SANTA BARBARA, CA | Previous registration |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Jun 16, 2005 | Jan 11, 2013 | no | SAN DIEGO, CA|SAN DIEGO, CA|SAN DIEGO, CA|SAN DIEGO, CA | Previous registration |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Jan 1, 2005 | May 23, 2005 | no | SAN DIEGO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Ellevest | THE GOODLAND GROUP | Nov 30, 2021 | Jan 16, 2020 | -684 | Firm change after gap | RIA to state RIA |
| LEARNVEST PLANNING SERVICES, LLC | Ellevest | Jun 11, 2018 | Nov 16, 2018 | 158 | Firm change | Other |
| AMERIPRISE FINANCIAL SERVICES, LLC | LEARNVEST PLANNING SERVICES, LLC | Jan 11, 2013 | Jan 24, 2013 | 13 | Firm change | Ibd to new firm |