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Advisor at SIGNATUREFD, LLC
ATLANTA, 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 |
|---|---|---|---|---|---|---|
| SIGNATUREFD, LLC | Independent wealth | Aug 10, 2017 | n/a | yes | ATLANTA, GA | Current employment |
| SMITH & HOWARD WEALTH MANAGEMENT, LLC | Independent wealth | May 3, 2017 | Jul 12, 2017 | no | ATLANTA, GA | Previous registration |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Jun 26, 2013 | Sep 16, 2014 | no | Atlanta, GA | Previous registration |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Jul 30, 2012 | Jun 4, 2013 | no | MINNEAPOLIS, MN|Winter Park, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SMITH & HOWARD WEALTH MANAGEMENT, LLC | SIGNATUREFD, LLC | Jul 12, 2017 | Aug 10, 2017 | 29 | Firm change | Other |
| AMERIPRISE FINANCIAL SERVICES, LLC | SMITH & HOWARD WEALTH MANAGEMENT, LLC | Sep 16, 2014 | May 3, 2017 | 960 | Firm change after gap | Other |