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Advisor at TRUSTMERIT CAPITAL
EDEN PRAIRIE, MN
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 |
|---|---|---|---|---|---|---|
| TRUSTMERIT CAPITAL | State registered | Nov 30, 2021 | n/a | yes | EDEN PRAIRIE, MN | Current employment |
| EDEN PRAIRIE CAPITAL MANAGEMENT AND CONSULTING LLC | n/a | Feb 21, 2020 | Oct 28, 2021 | no | FT PIERCE, FL | Previous registration |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Sep 25, 2019 | Feb 26, 2020 | no | EDINA, MN | Previous registration |
| EDWARD JONES | National bd RIA | May 9, 2017 | Apr 2, 2019 | no | EDEN PRAIRIE, MN|Minnetonka, MN|ST LOUIS, MO|BLOOMINGTON, MN|EDEN PRAIRIE, MN | Previous registration |
| NEPSIS, INC. | Independent wealth | Jun 9, 2016 | Apr 4, 2017 | no | MINNEAPOLIS, MN | Previous registration |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | Former SEC adviser | Mar 6, 2015 | Nov 19, 2015 | no | EDINA, MN | Previous registration |
| TD AMERITRADE, INC. | Former SEC adviser | Mar 6, 2015 | Nov 19, 2015 | no | Edina, MN | Previous registration |
| WADDELL & REED | Former SEC adviser | Aug 2, 2012 | Feb 19, 2014 | no | ST PAUL, MN|LAKE ELMO, MN | Previous registration |
| BLACKROCK INVESTMENT MANAGEMENT, LLC | Asset manager | Sep 24, 2007 | May 16, 2012 | no | PRINCETON, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EDEN PRAIRIE CAPITAL MANAGEMENT AND CONSULTING LLC | TRUSTMERIT CAPITAL | Oct 28, 2021 | Nov 30, 2021 | 33 | Firm change | Other |
| AMERIPRISE FINANCIAL SERVICES, LLC | EDEN PRAIRIE CAPITAL MANAGEMENT AND CONSULTING LLC | Feb 26, 2020 | Feb 21, 2020 | -5 | Firm change | Other |
| EDWARD JONES | AMERIPRISE FINANCIAL SERVICES, LLC | Apr 2, 2019 | Sep 25, 2019 | 176 | Firm change | Ibd to ibd |
| NEPSIS, INC. | EDWARD JONES | Apr 4, 2017 | May 9, 2017 | 35 | Firm change | Other |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | TD AMERITRADE, INC. | Nov 19, 2015 | Mar 6, 2015 | -258 | Channel change | Other |
| TD AMERITRADE, INC. | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | Nov 19, 2015 | Mar 6, 2015 | -258 | Firm change after gap | Other |
| WADDELL & REED | TD AMERITRADE, INC. | Feb 19, 2014 | Mar 6, 2015 | 380 | Firm change | Other |
| BLACKROCK INVESTMENT MANAGEMENT, LLC | WADDELL & REED | May 16, 2012 | Aug 2, 2012 | 78 | Firm change | Other |