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Advisor at RKL PRIVATE WEALTH
LANCASTER, PA
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 |
|---|---|---|---|---|---|---|
| RKL PRIVATE WEALTH | Independent wealth | Apr 8, 2026 | n/a | yes | LANCASTER, PA | Current employment |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Oct 21, 2022 | May 27, 2025 | no | LANCASTER, PA | Previous registration |
| AVANTAX ADVISORY SERVICES | Former SEC adviser | Feb 16, 2021 | Sep 14, 2022 | no | Willow Street, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES, LLC | RKL PRIVATE WEALTH | May 27, 2025 | Apr 8, 2026 | 316 | Firm change | Ibd to RIA |
| AVANTAX ADVISORY SERVICES | AMERIPRISE FINANCIAL SERVICES, LLC | Sep 14, 2022 | Oct 21, 2022 | 37 | Firm change | Ibd to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 104556:6363:PA:2022-09-07 | Sep 14, 2022 | Oct 21, 2022 | WILLOW STREET, PA | Firm change |