DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at FLOURISH FINANCIAL LIFE PLANNING
ANDERSON, SC
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 |
|---|---|---|---|---|---|---|
| FLOURISH FINANCIAL LIFE PLANNING | State registered | Jul 3, 2023 | n/a | yes | ANDERSON, SC | Current employment |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Sep 4, 2020 | Feb 7, 2023 | no | Travelers Rest, SC | Previous registration |
| RAYMOND JAMES & ASSOCIATES, INC. | National bd RIA | Aug 7, 2013 | Sep 21, 2020 | no | GREENVILLE, SC|GREENVILLE, SC|GREENVILLE, SC|GREENVILLE, SC | Previous registration |
| CREDIT UNION INVESTMENT SERVICES | State registered | Apr 6, 2011 | Oct 22, 2012 | no | ARDEN, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES, LLC | FLOURISH FINANCIAL LIFE PLANNING | Feb 7, 2023 | Jul 3, 2023 | 146 | Firm change | Ibd to state RIA |
| RAYMOND JAMES & ASSOCIATES, INC. | AMERIPRISE FINANCIAL SERVICES, LLC | Sep 21, 2020 | Sep 4, 2020 | -17 | Firm change | Ibd to ibd |
| CREDIT UNION INVESTMENT SERVICES | RAYMOND JAMES & ASSOCIATES, INC. | Oct 22, 2012 | Aug 7, 2013 | 289 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 705:6363:SC:2020-09-21 | Sep 21, 2020 | Sep 4, 2020 | GREENVILLE, SC | Firm change |