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Advisor at STACKSTONE WEALTH, LLC
DUBUQUE, IA | LAKE GENEVA, WI
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 |
|---|---|---|---|---|---|---|
| STACKSTONE WEALTH, LLC | No RAUM reported | Jun 24, 2026 | n/a | yes | DUBUQUE, IA|LAKE GENEVA, WI | Current employment |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Dec 6, 2023 | Jul 1, 2026 | no | ROCKFORD, IL|Dubuque, IA|Lake Geneva, WI|Twin Lakes, WI | Previous registration |
| MML INVESTORS SERVICES, LLC | Bd affiliated wealth | Nov 10, 2020 | Dec 8, 2023 | no | CHICAGO, IL | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | May 15, 2018 | Nov 11, 2020 | no | BARRINGTON, IL | Previous registration |
| MONEY CONCEPTS ADVISORY SERVICE | Bd affiliated wealth | May 17, 2017 | May 16, 2018 | no | PALM BEACH GARDENS, FL|Wilmington, NC|PALM BEACH GARDENS, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES, LLC | STACKSTONE WEALTH, LLC | Jul 1, 2026 | Jun 24, 2026 | -7 | Firm change | Ibd to new firm |
| MML INVESTORS SERVICES, LLC | AMERIPRISE FINANCIAL SERVICES, LLC | Dec 8, 2023 | Dec 6, 2023 | -2 | Firm change | Ibd to ibd |
| WELLS FARGO ADVISORS | MML INVESTORS SERVICES, LLC | Nov 11, 2020 | Nov 10, 2020 | -1 | Firm change | Wirehouse to ibd |
| MONEY CONCEPTS ADVISORY SERVICE | WELLS FARGO ADVISORS | May 16, 2018 | May 15, 2018 | -1 | Firm change | Ibd to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 6363:342692:WI:2026-06-26 | Jul 1, 2026 | Jun 24, 2026 | TWIN LAKES, WI | Firm change |