DFX Intelligence
Advisor moves
Departures from Ameriprise Financial Services, LLCWhat a move isA move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm.This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
9,396 moves
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Angela K Arrington | Ameriprise Financial Services, LLC national BD | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 24, 2025 | Feb 6, 2026 (44 d) |
| Patrick Meringolo | Ameriprise Financial Services, LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Dec 24, 2025 | Jan 7, 2026 |
| Milton Kinley | Ameriprise Financial Services, LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Dec 24, 2025 | Mar 23, 2026 (89 d) |
| Christopher A Brennan | Ameriprise Financial Services, LLC national BD | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Dec 23, 2025 | Jan 9, 2026 |
| Macisaac John Oliver Armstrong | Ameriprise Financial Services, LLC national BD | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Dec 23, 2025 | Mar 13, 2026 (80 d) |
| Howard M Skillrud | Ameriprise Financial Services, LLC national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 22, 2025 | Jan 14, 2026 |
| Joseph Ronald Lesner | Ameriprise Financial Services, LLC national BD | Raymond James & Associates, Inc. national BD | Affiliated broker-dealer or bank to another | Dec 22, 2025 | Dec 15, 2025 |
| Daniel Alexander Olano | Ameriprise Financial Services, LLC national BD | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Dec 22, 2025 | Jan 9, 2026 |
| Robert Gene Heisterberg | Ameriprise Financial Services, LLC national BD | Rockefeller Capital Management BD affiliated | Affiliated broker-dealer or bank to another | Dec 18, 2025 | Dec 11, 2025 |
| Alaa Ahmed Hakki | Ameriprise Financial Services, LLC national BD | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Dec 18, 2025 | Dec 18, 2025 |
| Janet Lynn Hawkins | Ameriprise Financial Services, LLC national BD | Robert W. Baird & Co. Incorporated mixed wealth | Affiliated broker-dealer or bank to independent RIA | Dec 18, 2025 | Jan 7, 2026 |
| Bethany Nicole Davis | Ameriprise Financial Services, LLC national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 16, 2025 | Dec 4, 2025 |
| Gabrielle Marsanne Baker | Ameriprise Financial Services, LLC national BD | Commonwealth Financial Network national BD | Affiliated broker-dealer or bank to another | Dec 16, 2025 | Dec 11, 2025 |
| Francis St Amand | Ameriprise Financial Services, LLC national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 15, 2025 | Dec 12, 2025 |
| Wesley J. Garner | Ameriprise Financial Services, LLC national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 12, 2025 | Dec 4, 2025 |
| Michael Ryan | Ameriprise Financial Services, LLC national BD | Voya Financial Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Dec 12, 2025 | Apr 28, 2026 (137 d) |
| Robert Scott Kreischer | Ameriprise Financial Services, LLC national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 11, 2025 | Dec 8, 2025 |
| Matthew James Svorinic | Ameriprise Financial Services, LLC national BD | Invesco Advisers, Inc. asset manager | Other | Dec 10, 2025 | Dec 11, 2025 |
| Christopher Kuber | Ameriprise Financial Services, LLC national BD | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Dec 9, 2025 | Dec 5, 2025 |
| Jaime Alberto Chavez Llerenas | Ameriprise Financial Services, LLC national BD | LPL Enterprise, LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 8, 2025 | Dec 2, 2025 |
| Justin Jeffrey Le Page | Ameriprise Financial Services, LLC national BD | Northern Edge Wealth Management no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Dec 8, 2025 | Dec 1, 2025 |
| Billie Mae Paveglio | Ameriprise Financial Services, LLC national BD | Northern Edge Wealth Management no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Dec 8, 2025 | Dec 1, 2025 |
| Matthew Collins | Ameriprise Financial Services, LLC national BD | Edward Jones national BD | Affiliated broker-dealer or bank to another | Dec 8, 2025 | Jan 2, 2026 |
| Justin Schultz | Ameriprise Financial Services, LLC national BD | Steele Capital Management, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 8, 2025 | Dec 10, 2025 |
| Jacob Greene | Ameriprise Financial Services, LLC national BD | Ae Wealth Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 8, 2025 | Jan 22, 2026 (45 d) |
| Nathan Michael Daugherty | Ameriprise Financial Services, LLC national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 5, 2025 | Dec 1, 2025 |
| Raine A Ayers | Ameriprise Financial Services, LLC national BD | Aprio Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 5, 2025 | May 19, 2026 (165 d) |
| Cody Reid Flesher | Ameriprise Financial Services, LLC national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 5, 2025 | Dec 1, 2025 |
| Robert Thomas Nowe | Ameriprise Financial Services, LLC national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 4, 2025 | Dec 1, 2025 |
| Kevin Miles Allingham | Ameriprise Financial Services, LLC national BD | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Dec 4, 2025 | Feb 26, 2026 (84 d) |
| Tanner Alexander Carriere | Ameriprise Financial Services, LLC national BD | Northern Edge Wealth Management no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Dec 4, 2025 | Dec 1, 2025 |
| David Robert Fox | Ameriprise Financial Services, LLC national BD | Newedge Advisors BD affiliated | Affiliated broker-dealer or bank to another | Dec 3, 2025 | Nov 26, 2025 |
| Cole Edward Williams | Ameriprise Financial Services, LLC national BD | Vessel Financial Planning LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Dec 3, 2025 | Jan 23, 2026 (51 d) |
| Jason Wayne Thompson | Ameriprise Financial Services, LLC national BD | Janney Montgomery Scott LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 2, 2025 | Nov 28, 2025 |
| Connor James Nowe | Ameriprise Financial Services, LLC national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 2, 2025 | Dec 1, 2025 |
| John D Boyle | Ameriprise Financial Services, LLC national BD | Truist Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 28, 2025 | Dec 1, 2025 |
| Sarah Lynn Kelne | Ameriprise Financial Services, LLC national BD | Newedge Advisors BD affiliated | Affiliated broker-dealer or bank to another | Nov 28, 2025 | Dec 2, 2025 |
| Brian Steven Werkmeister | Ameriprise Financial Services, LLC national BD | Northern Trust Investments, Incorporated asset manager | Other | Nov 26, 2025 | Dec 15, 2025 |
| Adrianna Madeleine Carol Wirth | Ameriprise Financial Services, LLC national BD | UBS Financial Services Inc. wirehouse | Affiliated broker-dealer or bank to wirehouse | Nov 26, 2025 | Mar 2, 2026 (96 d) |
| Aaron Isaac Hunter | Ameriprise Financial Services, LLC national BD | U.S. Bancorp Investments, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 25, 2025 | Nov 17, 2025 |
| Pavlo Yanytskyy | Ameriprise Financial Services, LLC national BD | Highpoint Planning Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 25, 2025 | Jan 5, 2026 (41 d) |
| Ryan Patrick O'Connor | Ameriprise Financial Services, LLC national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 24, 2025 | Dec 8, 2025 |
| Dorian Scott Holmes | Ameriprise Financial Services, LLC national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 18, 2025 | Nov 18, 2025 |
| Grant Skylar Jordy | Ameriprise Financial Services, LLC national BD | Rose Wealth, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Nov 17, 2025 | Nov 19, 2025 |
| Jennifer Simmonds | Ameriprise Financial Services, LLC national BD | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Nov 17, 2025 | Jan 29, 2026 (73 d) |
| Finn Hubbard | Ameriprise Financial Services, LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Nov 17, 2025 | Dec 2, 2025 |
| Michael Paul Hughes | Ameriprise Financial Services, LLC national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 12, 2025 | Nov 17, 2025 |
| Matthew James Moss | Ameriprise Financial Services, LLC national BD | First Pacific Financial, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 12, 2025 | Jan 8, 2026 (57 d) |
| Joshua Keith Manners | Ameriprise Financial Services, LLC national BD | Charles Schwab & Co., Inc. national BD | Affiliated broker-dealer or bank to another | Nov 11, 2025 | Nov 22, 2025 |
| Erik Jensen | Ameriprise Financial Services, LLC national BD | Logan Park Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 10, 2025 | Nov 17, 2025 |
| Adam F Simpson | Ameriprise Financial Services, LLC national BD | Cary Street Partners BD affiliated | Affiliated broker-dealer or bank to another | Nov 6, 2025 | Nov 11, 2025 |
| Jacob Makanalani Savary | Ameriprise Financial Services, LLC national BD | Edward Jones national BD | Affiliated broker-dealer or bank to another | Nov 6, 2025 | Nov 7, 2025 |
| Christina Anne Mccaughey | Ameriprise Financial Services, LLC national BD | Prospera Financial Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 5, 2025 | Oct 30, 2025 |
| Glenn Michael Palmitessa | Ameriprise Financial Services, LLC national BD | LPL Enterprise, LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 5, 2025 | Nov 4, 2025 |
| Stanley Irvin Roy | Ameriprise Financial Services, LLC national BD | Tlg Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 4, 2025 | Nov 18, 2025 |
| Montez Roberson | Ameriprise Financial Services, LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Nov 4, 2025 | Nov 6, 2025 |
| Jeremiah Todd Szpilka | Ameriprise Financial Services, LLC national BD | Sound Income Strategies, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 3, 2025 | Feb 17, 2026 (106 d) |
| Sydney L Shah | Ameriprise Financial Services, LLC national BD | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 3, 2025 | Apr 3, 2026 (151 d) |
| Will E. Gilbert | Ameriprise Financial Services, LLC national BD | Strategic Advisers LLC national BD | Affiliated broker-dealer or bank to another | Nov 3, 2025 | Dec 12, 2025 (39 d) |
| Stephen Frederick Oneill | Ameriprise Financial Services, LLC national BD | World Investment Advisors, LLC other | Other | Oct 29, 2025 | Oct 28, 2025 |