DFX Intelligence
Advisor moves
Arrivals at 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.
7,113 moves
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Benjamin Noah Hammersten | Thrivent Investment Management Inc. BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Jan 28, 2026 | May 27, 2026 (119 d) |
| Brandon Brooke | MML Investors Services, LLC BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Jan 27, 2026 | Jan 26, 2026 |
| Victor Michael Sanchez | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Ameriprise Financial Services, LLC national BD | Wirehouse to affiliated broker-dealer or bank | Jan 27, 2026 | Jan 23, 2026 |
| Matthew Thompson | Valic Financial Advisors, Inc. BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Jan 27, 2026 | Jan 29, 2026 |
| David Gardner | Morgan Stanley wirehouse | Ameriprise Financial Services, LLC national BD | Wirehouse to affiliated broker-dealer or bank | Jan 26, 2026 | Jan 14, 2026 |
| Wayne Frederick Wildrick | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Jan 26, 2026 | Jan 26, 2026 |
| Gregory Lorenza Dempsey | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Jan 26, 2026 | Jan 23, 2026 |
| Brent Kelley | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Jan 25, 2026 | Jan 20, 2026 |
| Tracy Morehead | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Jan 25, 2026 | Jan 16, 2026 |
| Kyle Anthony Reid | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Jan 25, 2026 | Jan 16, 2026 |
| Steven Mueller | LPL Financial LLC BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Jan 23, 2026 | Jan 16, 2026 |
| Jacob P Mcgreevey | J.P. Morgan Securities LLC wirehouse | Ameriprise Financial Services, LLC national BD | Wirehouse to affiliated broker-dealer or bank | Jan 23, 2026 | Jan 26, 2026 |
| Jorge Arturo Cruz | Teamwork Financial Advisors, LLC independent RIA | Ameriprise Financial Services, LLC national BD | RIA to affiliated broker-dealer or bank | Jan 22, 2026 | Feb 10, 2026 |
| Tisha Anne Hill | Raymond James & Associates, Inc. national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Jan 21, 2026 | Jan 21, 2026 |
| Victor Francis Russo | Stifel, Nicolaus & Company, Incorporated national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Jan 16, 2026 | Jan 9, 2026 |
| Michael Joseph O'Mara | Stifel, Nicolaus & Company, Incorporated national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Jan 15, 2026 | Apr 17, 2026 (92 d) |
| Robert Halbert | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Jan 15, 2026 | Jan 20, 2026 |
| Taylor Rene Cryer | RBC Capital Markets, LLC national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Jan 15, 2026 | Jan 9, 2026 |
| Jeff Fjeldheim | Raymond James Financial Services Advisors, Inc BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Jan 14, 2026 | Jan 9, 2026 |
| Patricia Adrian | LPL Financial LLC BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Jan 13, 2026 | Jan 9, 2026 |
| Leslie Noriega Valdelamar | Florida Financial Advisors, LLC BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Jan 13, 2026 | Jan 15, 2026 |
| Laura C. Olson | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Jan 12, 2026 | Jan 21, 2026 |
| James Roscoe Womack | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Jan 12, 2026 | Jan 9, 2026 |
| Jonathan Eric Alberts | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Jan 12, 2026 | Jan 9, 2026 |
| Albert P Bediones | Morgan Stanley wirehouse | Ameriprise Financial Services, LLC national BD | Wirehouse to affiliated broker-dealer or bank | Jan 9, 2026 | Dec 12, 2025 |
| Maxx W Eisenhoffer | LPL Financial LLC BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Jan 9, 2026 | Jan 8, 2026 |
| Jesus O Jimenez | Florida Financial Advisors, LLC BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Jan 9, 2026 | Apr 22, 2026 (103 d) |
| Alec Matthew Woodard | Strategic Advisers LLC national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Jan 8, 2026 | Jan 8, 2026 |
| Davin Larry Wada | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Ameriprise Financial Services, LLC national BD | Wirehouse to affiliated broker-dealer or bank | Jan 6, 2026 | Jan 5, 2026 |
| Nicholas Richard Menzies | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Jan 6, 2026 | Jan 5, 2026 |
| William Heird | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Jan 6, 2026 | Jan 6, 2026 |
| Julianne Rose Miller | Northwestern Mutual Investment Services,LLC no RAUM | Ameriprise Financial Services, LLC national BD | Other | Jan 5, 2026 | Dec 5, 2025 |
| Ashley W Pease | Hantz Financial Services, Inc. independent RIA | Ameriprise Financial Services, LLC national BD | RIA to affiliated broker-dealer or bank | Jan 2, 2026 | Jan 2, 2026 |
| Jonathan Meinholz | Cliftonlarsonallen Wealth Advisors, LLC BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Dec 31, 2025 | Apr 1, 2026 (91 d) |
| John Christopher James | Morgan Stanley wirehouse | Ameriprise Financial Services, LLC national BD | Wirehouse to affiliated broker-dealer or bank | Dec 25, 2025 | Dec 22, 2025 |
| Michael Hank Morvant | LPL Financial LLC BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Dec 23, 2025 | Dec 18, 2025 |
| Philip Eubank | Cetera Investment Advisers LLC BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Dec 23, 2025 | Dec 18, 2025 |
| Vincent Francis Lauer | LPL Financial LLC BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Dec 23, 2025 | Dec 18, 2025 |
| James Feliz | MML Investors Services, LLC BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Dec 22, 2025 | Dec 19, 2025 |
| Bryce Logan Leafman | MML Investors Services, LLC BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Dec 22, 2025 | Dec 19, 2025 |
| Steven Katz | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Dec 19, 2025 | Dec 18, 2025 |
| Daniel Kennedy Poppers | LPL Financial LLC BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Dec 18, 2025 | Dec 5, 2025 |
| Brady Brandt | Osaic Wealth, Inc. BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Dec 18, 2025 | Jan 12, 2026 |
| Erica Bearer | USA Financial Securities LLC independent RIA | Ameriprise Financial Services, LLC national BD | RIA to affiliated broker-dealer or bank | Dec 16, 2025 | Jan 13, 2026 |
| Matthew Joseph Browne | LPL Financial LLC BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Dec 15, 2025 | Dec 8, 2025 |
| Daniel Evan Whitley | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Dec 15, 2025 | Dec 15, 2025 |
| Kinnan Sean Seamster | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Dec 15, 2025 | Dec 12, 2025 |
| Samuel Blanchette | Strategic Advisers LLC national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Dec 15, 2025 | Jan 15, 2026 (31 d) |
| Mitchell Haberman | Wells Fargo Advisors wirehouse | Ameriprise Financial Services, LLC national BD | Wirehouse to affiliated broker-dealer or bank | Dec 10, 2025 | Dec 8, 2025 |
| Paul Anthony Pedretti | Flagstar Securities, Inc. independent RIA | Ameriprise Financial Services, LLC national BD | RIA to affiliated broker-dealer or bank | Dec 10, 2025 | Dec 5, 2025 |
| Larry Pearl | MML Investors Services, LLC BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Dec 10, 2025 | Dec 5, 2025 |
| Karly Witte | Osaic Wealth, Inc. BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Dec 10, 2025 | Jan 9, 2026 |
| Mark Daniel Cope | Strategic Advisers LLC national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Dec 10, 2025 | Dec 17, 2025 |
| Glenn Holland Ware | LPL Financial LLC BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Dec 9, 2025 | Nov 12, 2025 |
| David E Gonzalez | MML Investors Services, LLC BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Dec 9, 2025 | Dec 5, 2025 |
| William Douglas Mccullough | LPL Financial LLC BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Dec 9, 2025 | Nov 28, 2025 |
| Jeffrey Scott Stebbins | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Dec 8, 2025 | Dec 5, 2025 |
| Reudel Diaz | Cetera Investment Advisers LLC BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Dec 8, 2025 | Dec 5, 2025 |
| Norma Durfee | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Dec 8, 2025 | Dec 5, 2025 |
| James Gregory Conrow | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Dec 8, 2025 | Dec 5, 2025 |