DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at CHICORY WEALTH
Graylake, IL | DECATUR, GA
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 |
|---|---|---|---|---|---|---|
| CHICORY WEALTH | Independent wealth | Dec 18, 2022 | n/a | yes | Graylake, IL|DECATUR, GA | Current employment |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Mar 31, 2015 | Feb 8, 2021 | no | Bethesda, MD|Bethesda, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES, LLC | CHICORY WEALTH | Feb 8, 2021 | Dec 18, 2022 | 678 | Firm change after gap | Ibd to RIA |