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Advisor at BLUE RIDGE WEALTH PLANNERS
KNOXVILLE, TN
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 |
|---|---|---|---|---|---|---|
| BLUE RIDGE WEALTH PLANNERS | Independent wealth | Mar 13, 2025 | n/a | yes | KNOXVILLE, TN | Current employment |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Aug 23, 2023 | Mar 5, 2025 | no | KNOXVILLE, TN|Knoxville, TN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES, LLC | BLUE RIDGE WEALTH PLANNERS | Mar 5, 2025 | Mar 13, 2025 | 8 | Firm change | Ibd to RIA |