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Advisor at FATHOM ADVISORS LLC
MINNEAPOLIS, MN
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 |
|---|---|---|---|---|---|---|
| FATHOM ADVISORS LLC | Former SEC adviser | Sep 17, 2026 | n/a | yes | MINNEAPOLIS, MN | Current employment |
| FATHOM ADVISORS LLC | Former SEC adviser | Sep 17, 2026 | n/a | yes | MINNEAPOLIS, MN | Current employment |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | May 11, 2021 | n/a | yes | Bloomington, MN|Lakeville, MN | Current employment |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | May 11, 2021 | Sep 18, 2026 | no | Bloomington, MN|Lakeville, MN | Previous registration |
| FLOURISH WEALTH MANAGEMENT INC. | Independent wealth | Jun 10, 2016 | Nov 13, 2017 | no | Edina, MN | Previous registration |
| FLOURISH WEALTH MANAGEMENT INC. | Independent wealth | Jun 10, 2016 | Nov 13, 2017 | no | Edina, MN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES, LLC | FATHOM ADVISORS LLC | Sep 18, 2026 | Sep 17, 2026 | -1 | Firm change | Ibd to new firm |
| FLOURISH WEALTH MANAGEMENT INC. | AMERIPRISE FINANCIAL SERVICES, LLC | Nov 13, 2017 | May 11, 2021 | 1,275 | Firm change after gap | RIA to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 6363:343731:MN:2026-09-18 | Sep 18, 2026 | Sep 17, 2026 | LAKEVILLE, MN | Firm change |