DFX Intelligence
Advisor moves
Departures from Ameriprise Financial Services, LLC
A 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Scott Gerard Leibfried | Ameriprise Financial Services, LLC national BD | Stackstone Wealth, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jul 2, 2026 | Jun 24, 2026 |
| Alysia Ann Harrick | Ameriprise Financial Services, LLC national BD | Stackstone Wealth, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jul 2, 2026 | Jun 24, 2026 |
| Justin Snowden | Ameriprise Financial Services, LLC national BD | Kestra Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 2, 2026 | Jun 29, 2026 |
| Rory Richard Peterson | Ameriprise Financial Services, LLC national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 1, 2026 | Jul 15, 2026 |
| April R Blasen | Ameriprise Financial Services, LLC national BD | Stackstone Wealth, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jul 1, 2026 | Jun 24, 2026 |
| Brandon David Mccauley | Ameriprise Financial Services, LLC national BD | Fifth Third Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 1, 2026 | Jul 8, 2026 |
| Joseph Andrew Leibfried | Ameriprise Financial Services, LLC national BD | Stackstone Wealth, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jul 1, 2026 | Jun 24, 2026 |
| Gregory Mehler Johns | Ameriprise Financial Services, LLC national BD | Stackstone Wealth, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jul 1, 2026 | Jun 24, 2026 |
| Ryan Keating | Ameriprise Financial Services, LLC national BD | Stackstone Wealth, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jul 1, 2026 | Jun 24, 2026 |
| Hannah Fangmann | Ameriprise Financial Services, LLC national BD | Stackstone Wealth, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jul 1, 2026 | Jun 24, 2026 |
| Ricky Joseph Winslow | Ameriprise Financial Services, LLC national BD | Stackstone Wealth, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jun 30, 2026 | Jun 24, 2026 |
| Deanna Jean Brown | Ameriprise Financial Services, LLC national BD | Stackstone Wealth, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jun 30, 2026 | Jun 30, 2026 |
| Steven Glenn Mcdonough | Ameriprise Financial Services, LLC national BD | Stackstone Wealth, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jun 30, 2026 | Jun 24, 2026 |
| Logan Ben | Ameriprise Financial Services, LLC national BD | Stackstone Wealth, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jun 30, 2026 | Jun 24, 2026 |
| Gaurang A Joshi | Ameriprise Financial Services, LLC national BD | LPL Enterprise, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 30, 2026 | Jun 25, 2026 |
| Stacey Ann Willenbring | Ameriprise Financial Services, LLC national BD | Stackstone Wealth, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jun 29, 2026 | Jun 24, 2026 |
| Brittany Marie Glendenning | Ameriprise Financial Services, LLC national BD | Stackstone Wealth, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jun 29, 2026 | Jun 24, 2026 |
| Grace Elizabeth Heck | Ameriprise Financial Services, LLC national BD | Heck Capital Advisors, LLC other | Other | Jun 29, 2026 | Jul 24, 2026 |
| Kelly Sue Schwigel | Ameriprise Financial Services, LLC national BD | Stackstone Wealth, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jun 26, 2026 | Jun 24, 2026 |
| Joe David Gentry | Ameriprise Financial Services, LLC national BD | Raymond James & Associates, Inc. national BD | Affiliated broker-dealer or bank to another | Jun 26, 2026 | Jun 25, 2026 |
| David N Soiferman | Ameriprise Financial Services, LLC national BD | Cambridge Investment Research Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 25, 2026 | Aug 24, 2026 (60 d) |
| Lori Ann Helland | Ameriprise Financial Services, LLC national BD | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Jun 25, 2026 | Jun 22, 2026 |
| Jared P Taylor | Ameriprise Financial Services, LLC national BD | T. Rowe Price Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 24, 2026 | Sep 15, 2026 (83 d) |
| Mahabaduge Jayasuriya | Ameriprise Financial Services, LLC national BD | Blackrock Investment Management, LLC asset manager | Other | Jun 24, 2026 | Jul 27, 2026 (33 d) |
| Jack William Mason | Ameriprise Financial Services, LLC national BD | Advice And Planning Services BD affiliated | Affiliated broker-dealer or bank to another | Jun 24, 2026 | Jul 22, 2026 |
| Alana Maude Ferguson | Ameriprise Financial Services, LLC national BD | Harbour Investments, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 23, 2026 | Jun 22, 2026 |
| Eric Gerard Davis | Ameriprise Financial Services, LLC national BD | United Planners' Financial Services Of America A Limited Partner independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 22, 2026 | Jun 16, 2026 |
| Lejo Abraham | Ameriprise Financial Services, LLC national BD | Truist Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 22, 2026 | Jun 9, 2026 |
| Diana Diaz | Ameriprise Financial Services, LLC national BD | Oppenheimer & Co. Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 22, 2026 | Jun 29, 2026 |
| Nicholas Muscolino | Ameriprise Financial Services, LLC national BD | Chicago Partners Investment Group LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 22, 2026 | Aug 21, 2026 (60 d) |
| Vasilios Ageletopoulos | Ameriprise Financial Services, LLC national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 18, 2026 | Jun 17, 2026 |
| Thomas John Klein | Ameriprise Financial Services, LLC national BD | Gradient Investments, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 17, 2026 | Jun 24, 2026 |
| Michael S. Casey | Ameriprise Financial Services, LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Jun 17, 2026 | Jul 29, 2026 (42 d) |
| Alexander Stringer | Ameriprise Financial Services, LLC national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 17, 2026 | Jun 4, 2026 |
| Anthony De Stefani | Ameriprise Financial Services, LLC national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 16, 2026 | Jun 4, 2026 |
| Katherine Ann Flood | Ameriprise Financial Services, LLC national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 16, 2026 | Jul 17, 2026 (31 d) |
| Olivia Nicole Drey | Ameriprise Financial Services, LLC national BD | Financial Perspectives independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 16, 2026 | Jun 22, 2026 |
| Jessica Sharkey Paredes | Ameriprise Financial Services, LLC national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 15, 2026 | Jun 4, 2026 |
| Mary Lynn Van Moppes | Ameriprise Financial Services, LLC national BD | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Jun 12, 2026 | Jun 12, 2026 |
| William Jay Peacock | Ameriprise Financial Services, LLC national BD | Gladstone Wealth Partners BD affiliated | Affiliated broker-dealer or bank to another | Jun 12, 2026 | Jun 9, 2026 |
| Jarott Christian Jaskolka | Ameriprise Financial Services, LLC national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 12, 2026 | Jun 9, 2026 |
| Julie Christine Kearney | Ameriprise Financial Services, LLC national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 12, 2026 | Jun 3, 2026 |
| Nicholas Allen Carrillo | Ameriprise Financial Services, LLC national BD | Voya Financial Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 12, 2026 | Jul 6, 2026 |
| Paul Joseph Grande | Ameriprise Financial Services, LLC national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 11, 2026 | Jun 4, 2026 |
| Karen Lynn Martin | Ameriprise Financial Services, LLC national BD | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 11, 2026 | Jun 1, 2026 |
| Jeffrey Michael Stillwell | Ameriprise Financial Services, LLC national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jun 11, 2026 | Jun 2, 2026 |
| Douglas Alan Godfrey | Ameriprise Financial Services, LLC national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 11, 2026 | Jun 2, 2026 |
| Austin J Bock | Ameriprise Financial Services, LLC national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 11, 2026 | Jun 1, 2026 |
| Ian Trumpler | Ameriprise Financial Services, LLC national BD | Hightower Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 11, 2026 | Jun 29, 2026 |
| Matthew Paul Beck | Ameriprise Financial Services, LLC national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 10, 2026 | Jun 3, 2026 |
| Christopher Wrench | Ameriprise Financial Services, LLC national BD | Matter Family Office independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 10, 2026 | Jul 22, 2026 (42 d) |
| Robert J Cullen | Ameriprise Financial Services, LLC national BD | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Jun 10, 2026 | Jul 6, 2026 |
| Kevin Michael Stuart | Ameriprise Financial Services, LLC national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 10, 2026 | Jun 10, 2026 |
| Andrea Lee Spraungel | Ameriprise Financial Services, LLC national BD | Northland Asset Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 9, 2026 | May 28, 2026 |
| Jean-Pierre Fernandez | Ameriprise Financial Services, LLC national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 9, 2026 | Jun 3, 2026 |
| Keith A Uhler | Ameriprise Financial Services, LLC national BD | Raymond James & Associates, Inc. national BD | Affiliated broker-dealer or bank to another | Jun 9, 2026 | Jun 1, 2026 |
| Carolyn Lucy Smith-Logiudice | Ameriprise Financial Services, LLC national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 9, 2026 | Jun 5, 2026 |
| Margaret Helene Youch | Ameriprise Financial Services, LLC national BD | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Jun 8, 2026 | May 29, 2026 |
| Joshua Eller | Ameriprise Financial Services, LLC national BD | United Planners' Financial Services Of America A Limited Partner independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 8, 2026 | May 29, 2026 |
| Robert Joseph Charles Youch | Ameriprise Financial Services, LLC national BD | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Jun 8, 2026 | May 29, 2026 |
9,382 moves match.