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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)15 years in industry

LAUREN MARIE WRIGHT

Advisor at AMERIPRISE FINANCIAL SERVICES, LLC

Winter Park, FL | DeBary, FL

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Search this name across graphsid dfx:ria:90327966-7d4e-f240-df8a-e3ddd5efceab

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: May 5, 2011 to Sep 14, 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: Apr 18, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Apr 18, 2011
First registration: May 5, 2011
Dual registered: yes, broker-dealer
Other names: LAUREN MARIE WILLISON
IAPD individual key: 5870366

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	Feb 19, 2020	n/a	yes	Winter Park, FL\|DeBary, FL	Current employment
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Sep 24, 2013	Feb 20, 2020	no	LAKE MARY, FL	Previous registration
PRIVATE WEALTH MANAGEMENT AT HEATHROW	n/a	May 10, 2013	Dec 11, 2013	no	LAKE MARY, FL	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Dec 5, 2012	Sep 26, 2013	no	LAKE MARY, FL	Previous registration
JACKSON WEALTH MANAGEMENT, LLC	Independent wealth	May 5, 2011	Oct 11, 2012	no	LAKE MARY, FL	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
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	AMERIPRISE FINANCIAL SERVICES, LLC	Feb 20, 2020	Feb 19, 2020	-1	Firm change	Ibd to ibd
PRIVATE WEALTH MANAGEMENT AT HEATHROW	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Dec 11, 2013	Sep 24, 2013	-78	Firm change after gap	Other
LPL FINANCIAL LLC	PRIVATE WEALTH MANAGEMENT AT HEATHROW	Sep 26, 2013	May 10, 2013	-139	Firm change after gap	Other
JACKSON WEALTH MANAGEMENT, LLC	LPL FINANCIAL LLC	Oct 11, 2012	Dec 5, 2012	55	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
149018:6363:FL:2020-02-20	Feb 20, 2020	Feb 19, 2020	LAKE MARY, FL	Firm change

Relationships

Registered with (5)

→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: current employment
Feb 19, 2020 to presentfactForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Sep 24, 2013 to Feb 20, 2020factForm ADV
→ PRIVATE WEALTH MANAGEMENT AT HEATHROWRegistered adviserregistration: previous registration
May 10, 2013 to Dec 11, 2013factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Dec 5, 2012 to Sep 26, 2013factForm ADV
→ JACKSON WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
May 5, 2011 to Oct 11, 2012factForm ADV

Dated events

No dated event names this entity yet.