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Advisor at ATLATL ADVISERS
MADISON, 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 |
|---|---|---|---|---|---|---|
| ATLATL ADVISERS | Independent wealth | Mar 22, 2024 | n/a | yes | MADISON, WI | Current employment |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Oct 1, 2019 | Feb 13, 2024 | no | Madison, WI|Madison, WI|Madison, WI|Buckeye, AZ|Minneapolis, MN | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Sep 27, 2007 | Oct 1, 2019 | no | Brookfield, WI|MADISON, WI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES, LLC | ATLATL ADVISERS | Feb 13, 2024 | Mar 22, 2024 | 38 | Firm change | Ibd to RIA |
| UBS FINANCIAL SERVICES INC. | AMERIPRISE FINANCIAL SERVICES, LLC | Oct 1, 2019 | Oct 1, 2019 | 0 | Firm change | Wirehouse to ibd |