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Advisor at PERENNIAL WEALTH ADVISORS, LLC
CANADIAN, TX | AMARILLO, 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 |
|---|---|---|---|---|---|---|
| PERENNIAL WEALTH ADVISORS, LLC | State registered | Jun 20, 2024 | n/a | yes | AMARILLO, TX|CANADIAN, TX | Current employment |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Mar 6, 2000 | Jul 1, 2024 | no | CANADIAN, TX|AMARILLO, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES, LLC | PERENNIAL WEALTH ADVISORS, LLC | Jul 1, 2024 | Jun 20, 2024 | -11 | Firm change | Ibd to state RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 6363:329913:TX:2024-06-28 | Jul 1, 2024 | Jun 20, 2024 | AMARILLO, TX | Firm change |