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Advisor at CAP PARTNERS, LLC
FRANKLIN, 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 |
|---|---|---|---|---|---|---|
| CAP PARTNERS, LLC | Independent wealth | Nov 26, 2024 | n/a | yes | FRANKLIN, TN | Current employment |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Jan 5, 2022 | Nov 6, 2024 | no | LAFAYETTE, LA|Baton Rouge, LA|Lafayette, LA|Covington, LA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES, LLC | CAP PARTNERS, LLC | Nov 6, 2024 | Nov 26, 2024 | 20 | Firm change | Ibd to RIA |