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Advisor at COVENANT WEALTH ADVISORS
RICHMOND, VA | Richmond, VA
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 |
|---|---|---|---|---|---|---|
| COVENANT WEALTH ADVISORS | Independent wealth | Feb 20, 2020 | n/a | yes | RICHMOND, VA|Richmond, VA | Current employment |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Apr 5, 2011 | Feb 25, 2020 | no | GLEN ALLEN, VA | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Oct 25, 2004 | Jan 19, 2007 | no | RICHMOND, VA|RICHMOND, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES, LLC | COVENANT WEALTH ADVISORS | Feb 25, 2020 | Feb 20, 2020 | -5 | Firm change | Ibd to RIA |
| WELLS FARGO ADVISORS | AMERIPRISE FINANCIAL SERVICES, LLC | Jan 19, 2007 | Apr 5, 2011 | 1,537 | Firm change after gap | Wirehouse to ibd |