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Reading the graph
Advisor at VERIDIAN CAPITAL PARTNERS
FREDERICK, MD
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 |
|---|---|---|---|---|---|---|
| VERIDIAN CAPITAL PARTNERS | Independent wealth | Jan 1, 2025 | n/a | yes | FREDERICK, MD | Current employment |
| LIGHTHOUSE WEALTH MANAGEMENT | Former SEC adviser | Feb 14, 2020 | Jun 30, 2021 | no | NEW MARKET, MD | Previous registration |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Apr 7, 2016 | Feb 24, 2020 | no | FREDERICK, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LIGHTHOUSE WEALTH MANAGEMENT | VERIDIAN CAPITAL PARTNERS | Jun 30, 2021 | Jan 1, 2025 | 1,281 | Firm change after gap | RIA to RIA |
| AMERIPRISE FINANCIAL SERVICES, LLC | LIGHTHOUSE WEALTH MANAGEMENT | Feb 24, 2020 | Feb 14, 2020 | -10 | Firm change | Ibd to RIA |