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Advisor at RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Kensington, MD | Rockville, MD
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Feb 5, 2026 | n/a | yes | Kensington, MD|Rockville, MD | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Jun 9, 2021 | Feb 11, 2026 | no | LEESBURG, VA|FREDERICK, MD|GAITHERSBURG, MD|OLNEY, MD|MT AIRY, MD|DAMASCUS, MD|SILVER SPRING, MD|SILVER SPRING, MD|SILVER SPRING, MD|COLUMBIA, MD|FREDERICK, MD|FREDERICK, MD | Previous registration |
| M&T SECURITIES, INC. | n/a | Jun 7, 2017 | Jun 9, 2021 | no | SILVER SPRING, MD|OLNEY, MD|GAITHERSBURG, MD|DAMASCUS, MD|MT. AIRY, MD|Leesburg, VA|FREDERICK, MD|BALTIMORE, MD | Previous registration |
| TRUIST ADVISORY SERVICES, INC. | Bd affiliated wealth | Sep 14, 2016 | Apr 25, 2017 | no | GLEN BURNIE, MD|PILESVILLE, MD | Previous registration |
| SUNTRUST INVESTMENT SERVICES, INC. | Former SEC adviser | Aug 26, 2015 | Dec 31, 2016 | no | GLEN BURNIE, MD|PIKESVILLE, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Feb 11, 2026 | Feb 5, 2026 | -6 | Firm change | Ibd to ibd |
| M&T SECURITIES, INC. | LPL FINANCIAL LLC | Jun 9, 2021 | Jun 9, 2021 | 0 | Bulk transfer | Other |
| TRUIST ADVISORY SERVICES, INC. | M&T SECURITIES, INC. | Apr 25, 2017 | Jun 7, 2017 | 43 | Firm change | Other |
| SUNTRUST INVESTMENT SERVICES, INC. | TRUIST ADVISORY SERVICES, INC. | Dec 31, 2016 | Sep 14, 2016 | -108 | Bulk transfer | Other |