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RIA / WealthAdvisordual registered (broker-dealer)20 years in industry

DANE ANTHONY WILSON

Advisor at AMERIPRISE FINANCIAL SERVICES, LLC

Fairlawn, OH | MIDDLETOWN, OH | Chesterland, OH | Cleveland, OH | Twinsburg, OH

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Search this name across graphsid dfx:ria:921c46ac-de8d-17e3-4c3b-92fa3dd350af

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Sep 19, 2006 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: Sep 19, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S63
First exam: Mar 24, 2009
First registration: Sep 19, 2006
Dual registered: yes, broker-dealer
IAPD individual key: 5124032

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 8, 2021	n/a	yes	Cleveland, OH\|Chesterland, OH\|Fairlawn, OH\|MIDDLETOWN, OH\|Twinsburg, OH	Current employment
AVANTAX ADVISORY SERVICES	Former SEC adviser	Oct 25, 2019	Feb 12, 2021	no	IRVING, TX	Previous registration
1ST GLOBAL ADVISORS INC	Former SEC adviser	Mar 10, 2010	Oct 25, 2019	no	BEACHWOOD, OH	Previous registration
NATCITY INVESTMENTS, INC.	n/a	Jan 28, 2009	Aug 7, 2009	no	CLEVELAND, OH	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Sep 19, 2006	Jun 9, 2008	no	Pepper Pike, OH	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
AVANTAX ADVISORY SERVICES	AMERIPRISE FINANCIAL SERVICES, LLC	Feb 12, 2021	Feb 8, 2021	-4	Firm change	Ibd to ibd
1ST GLOBAL ADVISORS INC	AVANTAX ADVISORY SERVICES	Oct 25, 2019	Oct 25, 2019	0	Bulk transfer	Ibd to ibd
NATCITY INVESTMENTS, INC.	1ST GLOBAL ADVISORS INC	Aug 7, 2009	Mar 10, 2010	215	Firm change	Other
AMERIPRISE FINANCIAL SERVICES, LLC	NATCITY INVESTMENTS, INC.	Jun 9, 2008	Jan 28, 2009	233	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
104556:6363:TX:2021-02-12	Feb 12, 2021	Feb 8, 2021	IRVING, TX	Firm change

Relationships

Registered with (4)

→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Sep 19, 2006 to Jun 9, 2008factForm ADV
→ AVANTAX ADVISORY SERVICESRegistered adviserregistration: previous registration
Oct 25, 2019 to Feb 12, 2021factForm ADV
→ 1ST GLOBAL ADVISORS INCRegistered adviserregistration: previous registration
Mar 10, 2010 to Oct 25, 2019factForm ADV
→ NATCITY INVESTMENTS, INC.Registered adviserregistration: previous registration
Jan 28, 2009 to Aug 7, 2009factForm ADV

Dated events

No dated event names this entity yet.