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Advisor at AMERIPRISE FINANCIAL SERVICES, LLC
Indianapolis, IN
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 | Jan 10, 2025 | n/a | yes | Indianapolis, IN | Current employment |
| KESTRA ADVISORY SERVICES, LLC | Bd affiliated wealth | Jan 6, 2020 | Dec 6, 2024 | no | AUSTIN, TX|Indianapolis, IN | Previous registration |
| CREATIVE FINANCIAL DESIGNS, INC. | Bd affiliated wealth | Mar 28, 2016 | Dec 31, 2019 | no | Cicero, IN|KOKOMO, IN | Previous registration |
| WADDELL & REED | Former SEC adviser | Jul 22, 2015 | Apr 2, 2016 | no | CHARLEROI, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES, LLC | AMERIPRISE FINANCIAL SERVICES, LLC | Dec 6, 2024 | Jan 10, 2025 | 35 | Firm change | Ibd to ibd |
| CREATIVE FINANCIAL DESIGNS, INC. | KESTRA ADVISORY SERVICES, LLC | Dec 31, 2019 | Jan 6, 2020 | 6 | Firm change | Ibd to ibd |
| WADDELL & REED | CREATIVE FINANCIAL DESIGNS, INC. | Apr 2, 2016 | Mar 28, 2016 | -5 | Firm change | Other |