PAUL DANIEL WOOLFREY

PAUL DANIEL WOOLFREY is an investment adviser representative (IAR) with state registration records since 2004, appearing at 6 firms. Currently registered with AMERIPRISE FINANCIAL SERVICES, LLC.

Registration history (6)

FirmFromToCurrent
AMERIPRISE FINANCIAL SERVICES, LLC2022-11-01presentYes
ARBOR POINT ADVISORS2018-11-052022-11-02
SECURITIES AMERICA ADVISORS, INC.2018-11-052021-02-04
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.2014-01-282018-11-27
CAPSTONE ADVISORY GROUP LLC2014-01-272014-04-14
SIGMA PLANNING CORPORATION2004-04-082011-11-28

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