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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 | Nov 24, 2021 | n/a | yes | MADISON, WI | Current employment |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Aug 21, 2020 | Nov 24, 2021 | no | Middleton, WI | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Sep 26, 2017 | Sep 1, 2020 | no | MADISON, WI | Previous registration |
| ROBERT W. BAIRD & CO. INCORPORATED | Mixed wealth | Sep 2, 2015 | Oct 6, 2017 | no | Madison, WI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES, LLC | ATLATL ADVISERS | Nov 24, 2021 | Nov 24, 2021 | 0 | Firm change | Ibd to RIA |
| UBS FINANCIAL SERVICES INC. | AMERIPRISE FINANCIAL SERVICES, LLC | Sep 1, 2020 | Aug 21, 2020 | -11 | Firm change | Wirehouse to ibd |
| ROBERT W. BAIRD & CO. INCORPORATED | UBS FINANCIAL SERVICES INC. | Oct 6, 2017 | Sep 26, 2017 | -10 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 8174:6363:WI:2020-09-01 | Sep 1, 2020 | Aug 21, 2020 | MADISON, WI | Firm change |