DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Jeffrey Scott Flamm

Ameriprise Financial Services, LLCnational BDFairfield, Oh dual registrantIAPD 2286530

Feed of 09/15/2026

Also filed as Jeffrey S Flamm

At current firm

0 y

since Dec 5, 2025

In the industry

33 y

since Nov 9, 1992 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Ameriprise Financial Services, LLC national BD current
since Dec 5, 2025 · Fairfield, Oh
Key Investment Services LLC BD affiliated
Nov 1, 2012 to Dec 5, 2025 · Dayton, Oh
U.S. Bancorp Investments, Inc. former
Oct 27, 2010 to Oct 30, 2012 · Mason, Oh
Key Investment Services LLC BD affiliated
Aug 7, 2008 to Oct 18, 2010 · Dayton, Oh
Fifth Third Securities, Inc. BD affiliated
Mar 6, 2006 to Aug 15, 2008 · Cincinnati, Oh
Strategic Advisers LLC national BD
Jan 14, 2003 to Feb 7, 2005 · Blue Ash , Oh

Moves

a registration end followed by a registration begin elsewhere

Key Investment Services LLC to Ameriprise Financial Services, LLC
left Dec 5, 2025, registered Dec 5, 2025 (0 days) · Affiliated broker-dealer or bank to another · moved with a team
U.S. Bancorp Investments, Inc. to Key Investment Services LLC
left Oct 30, 2012, registered Nov 1, 2012 (2 days) · Other
Key Investment Services LLC to U.S. Bancorp Investments, Inc.
left Oct 18, 2010, registered Oct 27, 2010 (9 days) · Other
Fifth Third Securities, Inc. to Key Investment Services LLC
left Aug 15, 2008, registered Aug 7, 2008 (-8 days) · Other
Strategic Advisers LLC to Fifth Third Securities, Inc.
left Feb 7, 2005, registered Mar 6, 2006 (392 days) · Other

Signals

Jeffrey Scott Flamm left Key Investment Services Llc for Ameriprise Financial Services, Llc (registered 2025-12-05)
Dec 5, 2025 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: National broker-dealer RIAderived
Years in industry: 33derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address