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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)13 years in industry

MEESHAN ANTONIO REID

Advisor at AMERIPRISE FINANCIAL SERVICES, LLC

Atlanta, GA | Columbia, MD

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Search this name across graphsid dfx:ria:82114115-baee-3b07-aef6-9afe54b19991

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 3
On other graphs: 0
Observed: Dec 13, 2016 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: AMERIPRISE FINANCIAL SERVICES, LLC
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Jun 25, 2015
First registration: Dec 13, 2016
Dual registered: yes, broker-dealer
Other names: MEESHAN ANTONIO REID|Meeshan Reid
IAPD individual key: 6206524

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Mar 6, 2024	n/a	yes	Atlanta, GA\|Columbia, MD\|Columbia, MD	Current employment
WIDMANN FINANCIAL SERVICES	Independent wealth	Nov 22, 2023	Dec 13, 2023	no	BOWIE, MD	Previous registration
COMMONWEALTH FINANCIAL NETWORK	National bd RIA	Oct 31, 2023	Dec 11, 2023	no	BOWIE, MD	Previous registration
MORGAN STANLEY	Wirehouse	Sep 5, 2023	Nov 1, 2023	no	WASHINGTON, DC	Previous registration
E*TRADE CAPITAL MANAGEMENT, LLC	Former SEC adviser	Aug 7, 2018	Sep 5, 2023	no	Washington, DC\|ARLINGTON, VA\|WASHINGTON, DC	Previous registration
CAPITAL ONE ADVISORS, LLC	Former SEC adviser	Jun 8, 2017	Jul 25, 2018	no	Silver Spring, MD\|MCLEAN, VA	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Dec 13, 2016	Jun 13, 2017	no	Rockville, MD	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WIDMANN FINANCIAL SERVICES	AMERIPRISE FINANCIAL SERVICES, LLC	Dec 13, 2023	Mar 6, 2024	84	Firm change	RIA to ibd
COMMONWEALTH FINANCIAL NETWORK	WIDMANN FINANCIAL SERVICES	Dec 11, 2023	Nov 22, 2023	-19	Firm change	Ibd to RIA
MORGAN STANLEY	COMMONWEALTH FINANCIAL NETWORK	Nov 1, 2023	Oct 31, 2023	-1	Firm change	Wirehouse to ibd
E*TRADE CAPITAL MANAGEMENT, LLC	MORGAN STANLEY	Sep 5, 2023	Sep 5, 2023	0	Bulk transfer	RIA to wirehouse
CAPITAL ONE ADVISORS, LLC	E*TRADE CAPITAL MANAGEMENT, LLC	Jul 25, 2018	Aug 7, 2018	13	Firm change	Ibd to RIA
MML INVESTORS SERVICES, LLC	CAPITAL ONE ADVISORS, LLC	Jun 13, 2017	Jun 8, 2017	-5	Firm change	Other

Relationships

Registered with (7)

→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: current employment
Mar 6, 2024 to presentfactForm ADV
→ WIDMANN FINANCIAL SERVICESRegistered adviserregistration: previous registration
Nov 22, 2023 to Dec 13, 2023factForm ADV
→ COMMONWEALTH FINANCIAL NETWORKRegistered adviserregistration: previous registration
Oct 31, 2023 to Dec 11, 2023factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Sep 5, 2023 to Nov 1, 2023factForm ADV
→ E*TRADE CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Aug 7, 2018 to Sep 5, 2023factForm ADV
→ CAPITAL ONE ADVISORS, LLCRegistered adviserregistration: previous registration
Jun 8, 2017 to Jul 25, 2018factForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Dec 13, 2016 to Jun 13, 2017factForm ADV

Dated events

Occurred
Dec 13, 2023
Advisor changed firm
Meeshan Antonio Reid left Widmann Financial Services for Ameriprise Financial Services, Llc (registered 2024-03-06)
Form ADVobserved 6 days ago
Occurred
Dec 11, 2023
Advisor changed firm
Meeshan Antonio Reid left Commonwealth Financial Network for Widmann Financial Services (registered 2023-11-22)
Form ADVobserved 6 days ago
Occurred
Nov 1, 2023
Advisor changed firm
Meeshan Antonio Reid left Morgan Stanley for Commonwealth Financial Network (registered 2023-10-31)
Form ADVobserved 6 days ago