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

Sherry Lynn Tilson

Ameriprise Financial Services, LLCnational BDColumbus, Ohdual registrantIAPD 2970683

Feed of 09/14/2026

Also filed as Sherry Lynn Finlay

At current firm

0 y

since Oct 13, 2025

In the industry

19 y

since Apr 25, 2007 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

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 Oct 13, 2025 · Columbus, Oh
Worthington Wealth Management independent RIA
Apr 30, 2021 to Oct 7, 2025 · Worthington, Oh
Benjamin F. Edwards & Company, Incorporated BD affiliated
Mar 23, 2012 to May 4, 2021 · St. Louis, Mo
Wells Fargo Advisors wirehouse
Jan 1, 2008 to Mar 26, 2012 · Dublin, Oh
A. G. Edwards & Sons, Inc. unclassified
Apr 25, 2007 to Jan 1, 2008 · St. Louis, Mo

Moves

a registration end followed by a registration begin elsewhere

Worthington Wealth Management to Ameriprise Financial Services, LLC
left Oct 7, 2025, registered Oct 13, 2025 (6 days) · RIA to affiliated broker-dealer or bank
Benjamin F. Edwards & Company, Incorporated to Worthington Wealth Management
left May 4, 2021, registered Apr 30, 2021 (-4 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
Wells Fargo Advisors to Benjamin F. Edwards & Company, Incorporated
left Mar 26, 2012, registered Mar 23, 2012 (-3 days) · Other
A. G. Edwards & Sons, Inc. to Wells Fargo Advisors
left Jan 1, 2008, registered Jan 1, 2008 (0 days) · corporate re-registration, not a move

Signals

Sherry Lynn Tilson left Worthington Wealth Management for Ameriprise Financial Services, Llc (registered 2025-10-13)
Oct 7, 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: 19derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address