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Advisor at TOTAL WEALTH SERVICES, LLC
WESTLAKE VILLAGE, CA
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 |
|---|---|---|---|---|---|---|
| TOTAL WEALTH SERVICES, LLC | Independent wealth | Feb 27, 2026 | n/a | yes | WESTLAKE VILLAGE, CA | Current employment |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Jan 3, 2026 | Feb 16, 2026 | no | Thousand Oaks, CA|Los Angeles, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES, LLC | TOTAL WEALTH SERVICES, LLC | Feb 16, 2026 | Feb 27, 2026 | 11 | Firm change | Ibd to RIA |