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Advisor at WOODMONT INVESTMENT COUNSEL, LLC
NASHVILLE, TN
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 |
|---|---|---|---|---|---|---|
| WOODMONT INVESTMENT COUNSEL, LLC | Independent wealth | Sep 14, 2023 | n/a | yes | NASHVILLE, TN | Current employment |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Nov 10, 2021 | Feb 21, 2022 | no | Bethlehem, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES, LLC | WOODMONT INVESTMENT COUNSEL, LLC | Feb 21, 2022 | Sep 14, 2023 | 570 | Firm change after gap | Ibd to RIA |