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Advisor at ADAPT WEALTH ADVISORS, LLC
ATLANTA, GA
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 |
|---|---|---|---|---|---|---|
| ADAPT WEALTH ADVISORS, LLC | Independent wealth | Feb 15, 2024 | n/a | yes | ATLANTA, GA | Current employment |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Apr 27, 2022 | Feb 20, 2024 | no | Atlanta, GA | Previous registration |
| ORION PORTFOLIO SOLUTIONS, LLC | Former SEC adviser | May 10, 2021 | Apr 22, 2022 | no | Decatur, GA|OMAHA, NE | Previous registration |
| LONGVIEW WEALTH MANAGEMENT | Independent wealth | Jun 6, 2017 | Sep 23, 2019 | no | ATLANTA, GA | Previous registration |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | May 24, 2011 | Apr 24, 2017 | no | Atlanta, GA | Previous registration |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Jun 26, 2006 | Oct 17, 2008 | no | ATLANTA, GA|Atlanta, GA | Previous registration |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | May 10, 2004 | Jul 27, 2005 | no | ALPHARETTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES, LLC | ADAPT WEALTH ADVISORS, LLC | Feb 20, 2024 | Feb 15, 2024 | -5 | Firm change | Ibd to new firm |
| ORION PORTFOLIO SOLUTIONS, LLC | AMERIPRISE FINANCIAL SERVICES, LLC | Apr 22, 2022 | Apr 27, 2022 | 5 | Firm change | RIA to ibd |
| LONGVIEW WEALTH MANAGEMENT | ORION PORTFOLIO SOLUTIONS, LLC | Sep 23, 2019 | May 10, 2021 | 595 | Firm change after gap | RIA to RIA |
| AMERIPRISE FINANCIAL SERVICES, LLC | LONGVIEW WEALTH MANAGEMENT | Apr 24, 2017 | Jun 6, 2017 | 43 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 6363:329448:GA:2024-02-16 | Feb 20, 2024 | Feb 15, 2024 | ATLANTA, GA | Firm change |