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Advisor at VANDERBILT ADVISORY SERVICES
Crestwood, KY | WOODBURY, NY
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 |
|---|---|---|---|---|---|---|
| VANDERBILT ADVISORY SERVICES | Bd affiliated wealth | Oct 7, 2025 | n/a | yes | WOODBURY, NY|Crestwood, KY | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Nov 6, 2020 | Oct 8, 2025 | no | GRAND RAPIDS, MI|HOLLAND, MI|FLOYDS KNOBS, IN | Previous registration |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Aug 16, 2016 | Nov 13, 2020 | no | Holland, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | VANDERBILT ADVISORY SERVICES | Oct 8, 2025 | Oct 7, 2025 | -1 | Firm change | Ibd to ibd |
| AMERIPRISE FINANCIAL SERVICES, LLC | LPL FINANCIAL LLC | Nov 13, 2020 | Nov 6, 2020 | -7 | Firm change | Ibd to ibd |