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 |
|---|---|---|---|---|---|
| Kevin Allen Kuhar | Oppenheimer & Co. Inc. BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Oct 31, 2025 | Oct 27, 2025 |
| Logan Shalmi | Oppenheimer & Co. Inc. BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Oct 31, 2025 | Oct 28, 2025 |
| Andrew Michael Lerner | Oppenheimer & Co. Inc. BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Oct 31, 2025 | Oct 28, 2025 |
| Joseph Cianciotto | Oppenheimer & Co. Inc. BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Oct 31, 2025 | Oct 28, 2025 |
| Hector Garcia Aguilar | Oppenheimer & Co. Inc. BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Oct 31, 2025 | Oct 27, 2025 |
| Dylan Zack Chappell | Oppenheimer & Co. Inc. BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Oct 31, 2025 | Oct 27, 2025 |
| Gabriel Goforth | Sei Investments Management Corp mixed wealth | Ameriprise Financial Services, LLC national BD | RIA to affiliated broker-dealer or bank | Oct 30, 2025 | Nov 4, 2025 |
| Harrold Bachmann Ribich | Stifel, Nicolaus & Company, Incorporated national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Oct 29, 2025 | Oct 17, 2025 |
| Brian Leslie Fehr | Fbl Wealth Management, LLC BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Oct 29, 2025 | Oct 17, 2025 |
| Tierra Reese | Wells Fargo Advisors wirehouse | Ameriprise Financial Services, LLC national BD | Wirehouse to affiliated broker-dealer or bank | Oct 29, 2025 | Nov 7, 2025 |
| John Allen Cindia | USA Financial Securities LLC independent RIA | Ameriprise Financial Services, LLC national BD | RIA to affiliated broker-dealer or bank | Oct 28, 2025 | Oct 24, 2025 |
| Chad Logan Hasten | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Oct 28, 2025 | Nov 25, 2025 |
| Hal L White | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Oct 27, 2025 | Oct 27, 2025 |
| Julie Lalwani | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Oct 27, 2025 | Oct 24, 2025 |
| Jonathan Nimitz Benecke | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Oct 27, 2025 | Oct 24, 2025 |
| Kristi D Hill | Quality Financial Concepts independent RIA | Ameriprise Financial Services, LLC national BD | RIA to affiliated broker-dealer or bank | Oct 24, 2025 | Oct 28, 2025 |
| Nathan Jandreau | J.M. Arbour, LLC independent RIA | Ameriprise Financial Services, LLC national BD | RIA to affiliated broker-dealer or bank | Oct 24, 2025 | Nov 20, 2025 |
| Lauren Dellinger Lamulle | Wells Fargo Advisors wirehouse | Ameriprise Financial Services, LLC national BD | Wirehouse to affiliated broker-dealer or bank | Oct 22, 2025 | Oct 24, 2025 |
| Trung Ho Nguyen | Wells Fargo Advisors wirehouse | Ameriprise Financial Services, LLC national BD | Wirehouse to affiliated broker-dealer or bank | Oct 22, 2025 | Oct 15, 2025 |
| Darin Eugene Mcleish | U.S. Bancorp Investments, Inc. BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Oct 21, 2025 | Oct 17, 2025 |
| Robert Bentley Labout | Tvamp, LLC independent RIA | Ameriprise Financial Services, LLC national BD | RIA to affiliated broker-dealer or bank | Oct 21, 2025 | Sep 19, 2025 |
| Kevin N Kitt | UBS Financial Services Inc. wirehouse | Ameriprise Financial Services, LLC national BD | Wirehouse to affiliated broker-dealer or bank | Oct 21, 2025 | Oct 10, 2025 |
| Richard Andrew Solt | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Oct 20, 2025 | Oct 17, 2025 |
| Darrell Edward Evans | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Oct 20, 2025 | Oct 17, 2025 |
| Carol Anne Delong | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Oct 20, 2025 | Oct 17, 2025 |
| Samuel Robert Osborne | Money Concepts Advisory Service BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Oct 17, 2025 | Nov 21, 2025 (35 d) |
| Charmaine Nytasha Linnea Davis | Citizens Securities, Inc. BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Oct 14, 2025 | Oct 10, 2025 |
| James Ambler Cusick | Morgan Stanley wirehouse | Ameriprise Financial Services, LLC national BD | Wirehouse to affiliated broker-dealer or bank | Oct 13, 2025 | Oct 21, 2025 |
| Eduardo Zuniga | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Oct 13, 2025 | Oct 10, 2025 |
| Timothy V Wachter | Cambridge Investment Research Advisors, Inc. BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Oct 10, 2025 | Oct 3, 2025 |
| John Pat White | LPL Financial LLC BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Oct 9, 2025 | Sep 5, 2025 |
| Glen Paul Hemann | Cetera Investment Advisers LLC BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Oct 8, 2025 | Sep 30, 2025 |
| Tamir Hornesby | Wells Fargo Advisors wirehouse | Ameriprise Financial Services, LLC national BD | Wirehouse to affiliated broker-dealer or bank | Oct 8, 2025 | Oct 15, 2025 |
| Michael Z. Curtis | Assetmark, Inc. BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Oct 8, 2025 | Oct 1, 2025 |
| Ethan Paul Kearns | Equitable Advisors, LLC national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Oct 8, 2025 | Oct 6, 2025 |
| Sherry Lynn Tilson | Worthington Wealth Management independent RIA | Ameriprise Financial Services, LLC national BD | RIA to affiliated broker-dealer or bank | Oct 7, 2025 | Oct 13, 2025 |
| Michael Hawk Tong | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Ameriprise Financial Services, LLC national BD | Wirehouse to affiliated broker-dealer or bank | Oct 7, 2025 | Oct 3, 2025 |
| Jennifer Easley | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Oct 7, 2025 | Oct 7, 2025 |
| Kenneth Busch | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Oct 6, 2025 | Oct 3, 2025 |
| Ronald Prendamano | LPL Financial LLC BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Oct 6, 2025 | Oct 3, 2025 |
| Jonathan Miles Cunningham | LPL Financial LLC BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Oct 6, 2025 | Sep 30, 2025 |
| Brian James Walsh | LPL Financial LLC BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Oct 6, 2025 | Sep 30, 2025 |
| Joshua Randall Little | LPL Financial LLC BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Oct 6, 2025 | Sep 30, 2025 |
| Susan Marie Ecker | Cetera Investment Advisers LLC BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Oct 4, 2025 | Sep 30, 2025 |
| Robert Wear | Linch Financial, LLC state registered | Ameriprise Financial Services, LLC national BD | Other | Oct 3, 2025 | Oct 31, 2025 |
| Kimberly Pritts | Strategic Advisers LLC national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Oct 2, 2025 | Mar 20, 2026 (169 d) |
| Phillip Sherwood Freeman | Wells Fargo Advisors wirehouse | Ameriprise Financial Services, LLC national BD | Wirehouse to affiliated broker-dealer or bank | Oct 1, 2025 | Sep 26, 2025 |
| Linda Lee Campbell | Wells Fargo Advisors wirehouse | Ameriprise Financial Services, LLC national BD | Wirehouse to affiliated broker-dealer or bank | Oct 1, 2025 | Sep 26, 2025 |
| Leann Marie Grover | Cetera Investment Advisers LLC BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Oct 1, 2025 | Sep 30, 2025 |
| Bradley John Eich | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Ameriprise Financial Services, LLC national BD | Wirehouse to affiliated broker-dealer or bank | Sep 29, 2025 | Sep 26, 2025 |
| Madeline M Orbin | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Sep 29, 2025 | Sep 26, 2025 |
| Ashton Myatt | Goldman Sachs Wealth Services, L.P. BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Sep 26, 2025 | Sep 10, 2025 |
| Julian M Flores | Morgan Stanley wirehouse | Ameriprise Financial Services, LLC national BD | Wirehouse to affiliated broker-dealer or bank | Sep 25, 2025 | Mar 23, 2026 (179 d) |
| Kevin Patrick Galvin | Wells Fargo Advisors wirehouse | Ameriprise Financial Services, LLC national BD | Wirehouse to affiliated broker-dealer or bank | Sep 24, 2025 | Sep 19, 2025 |
| Pearljunora Antoinette Zenon | Equitable Advisors, LLC national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Sep 23, 2025 | Nov 24, 2025 (62 d) |
| Brian Andrew Solomon | Wells Fargo Advisors wirehouse | Ameriprise Financial Services, LLC national BD | Wirehouse to affiliated broker-dealer or bank | Sep 23, 2025 | Sep 16, 2025 |
| Wade Vincent Krempel | Synovus Securities, Inc. independent RIA | Ameriprise Financial Services, LLC national BD | RIA to affiliated broker-dealer or bank | Sep 23, 2025 | Sep 24, 2025 |
| Brittanie Washington | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Ameriprise Financial Services, LLC national BD | Wirehouse to affiliated broker-dealer or bank | Sep 23, 2025 | Sep 23, 2025 |
| Bryan Lane Hildebrand | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Sep 22, 2025 | Sep 19, 2025 |
| Joshua David Klinger | LPL Financial LLC BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Sep 22, 2025 | Sep 19, 2025 |