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Reading the graph
Advisor at ATLAS
Lehigh Acres, FL | FRISCO, TX
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 |
|---|---|---|---|---|---|---|
| Atlas | Independent wealth | Sep 8, 2026 | n/a | yes | FRISCO, TX|Lehigh Acres, FL | Current employment |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Aug 23, 2024 | Feb 26, 2026 | no | Annapolis, MD|Lehigh Acres, FL|ANNAPOLIS, MD | Previous registration |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Oct 1, 2019 | Jul 27, 2024 | no | MIAMI, FL|PINECREST, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES, LLC | Atlas | Feb 26, 2026 | Sep 8, 2026 | 194 | Firm change | Ibd to RIA |
| J.P. MORGAN SECURITIES LLC | AMERIPRISE FINANCIAL SERVICES, LLC | Jul 27, 2024 | Aug 23, 2024 | 27 | Firm change | Wirehouse to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 79:6363:FL:2024-07-27 | Jul 27, 2024 | Aug 23, 2024 | PINECREST, FL | Firm change |