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Reading the graph
Advisor at SILVIS FINANCIAL
CHARLOTTE, NC
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 |
|---|---|---|---|---|---|---|
| SILVIS FINANCIAL | State registered | Nov 19, 2018 | n/a | yes | CHARLOTTE, NC | Current employment |
| INDEPENDENT FINANCIAL PARTNERS | Bd affiliated wealth | Jul 7, 2017 | Nov 27, 2018 | no | FAIRFAX, VA | Previous registration |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Dec 7, 2016 | Jul 17, 2017 | no | Gainesville, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| INDEPENDENT FINANCIAL PARTNERS | SILVIS FINANCIAL | Nov 27, 2018 | Nov 19, 2018 | -8 | Firm change | Ibd to state RIA |
| AMERIPRISE FINANCIAL SERVICES, LLC | INDEPENDENT FINANCIAL PARTNERS | Jul 17, 2017 | Jul 7, 2017 | -10 | Firm change | Other |