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.

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

Feb 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S66

First exam

Jan 5, 2018

First registration

Jan 8, 2018

Dual registered

yes, broker-dealer

Other names

COLLIN LANE CASTLEBURY

IAPD individual key

6846475

• Occurred

  Jan 16, 2024
  Advisor changed firm

  Collin Castlebury left Cary Street Partners for Ameriprise Financial Services, Llc (registered 2024-01-31)

  Form ADVobserved 4 days ago
• Occurred

  Apr 27, 2023
  Advisor changed firm

  Collin Castlebury left Truist Advisory Services, Inc. for Cary Street Partners (registered 2023-04-26)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:92cfaa02-6f89-a1cd-d8c3-c1f3f4cf8d20

First observed

Jan 8, 2018

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.