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Advisor at COUNCILOR WEALTH LLC
Bristow, VA | BETHESDA, MD
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 |
|---|---|---|---|---|---|---|
| COUNCILOR WEALTH LLC | Independent wealth | Jul 30, 2025 | n/a | yes | BETHESDA, MD|Bristow, VA | Current employment |
| KESTRA ADVISORY SERVICES, LLC | Bd affiliated wealth | Dec 20, 2023 | Jul 10, 2025 | no | AUSTIN, TX|Reston, VA | Previous registration |
| COMMONWEALTH FINANCIAL NETWORK | National bd RIA | Aug 11, 2020 | Sep 18, 2023 | no | FAIRFAX, VA | Previous registration |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Aug 19, 2014 | Apr 16, 2020 | no | Fairfax, VA|BETHESDA, MD|Bethesda, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES, LLC | COUNCILOR WEALTH LLC | Jul 10, 2025 | Jul 30, 2025 | 20 | Firm change | Ibd to RIA |
| COMMONWEALTH FINANCIAL NETWORK | KESTRA ADVISORY SERVICES, LLC | Sep 18, 2023 | Dec 20, 2023 | 93 | Firm change | Ibd to ibd |
| AMERIPRISE FINANCIAL SERVICES, LLC | COMMONWEALTH FINANCIAL NETWORK | Apr 16, 2020 | Aug 11, 2020 | 117 | Firm change | Ibd to ibd |