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Advisor at SALIDA FINANCIAL ADVICE AND PLANNING
SALIDA, CO
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 |
|---|---|---|---|---|---|---|
| SALIDA FINANCIAL ADVICE AND PLANNING | State registered | Jan 6, 2022 | n/a | yes | SALIDA, CO | Current employment |
| CAMBRIDGE FINANCIAL ADVISORS, LLC | Former SEC adviser | Aug 14, 2013 | Jan 4, 2022 | no | SALIDA, CO | Previous registration |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Oct 15, 2001 | May 26, 2004 | no | WILLISTON, VT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAMBRIDGE FINANCIAL ADVISORS, LLC | SALIDA FINANCIAL ADVICE AND PLANNING | Jan 4, 2022 | Jan 6, 2022 | 2 | Firm change | RIA to state RIA |
| AMERIPRISE FINANCIAL SERVICES, LLC | CAMBRIDGE FINANCIAL ADVISORS, LLC | May 26, 2004 | Aug 14, 2013 | 3,367 | Firm change after gap | Ibd to RIA |