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Advisor at WAVE WEALTH MANAGEMENT, LLC
FRISCO, TX
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 |
|---|---|---|---|---|---|---|
| WAVE WEALTH MANAGEMENT, LLC | Independent wealth | Sep 15, 2025 | n/a | yes | FRISCO, TX | Current employment |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Aug 22, 2024 | Aug 26, 2025 | no | LEWISVILLE, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES, LLC | WAVE WEALTH MANAGEMENT, LLC | Aug 26, 2025 | Sep 15, 2025 | 20 | Firm change | Ibd to RIA |