DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at STACKSTONE WEALTH, LLC
DUBUQUE, IA
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 | Current employment |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Apr 29, 2015 | Jul 1, 2026 | no | DUBUQUE, IA|DUBUQUE, IA|Dubuque, IA|Peosta, IA | 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 |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 6363:342692:IA:2026-06-29 | Jul 1, 2026 | Jun 24, 2026 | PEOSTA, IA | Firm change |