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Advisor at RAYMOND JAMES & ASSOCIATES, INC.
ST. PETERSBURG, FL | Richard, VA
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 & ASSOCIATES, INC. | National bd RIA | Sep 15, 2023 | n/a | yes | Richard, VA|ST. PETERSBURG, FL | Current employment |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Nov 18, 2022 | Sep 11, 2023 | no | Richmond, VA|Midlothian, VA|Richmond, VA | Previous registration |
| MORGAN STANLEY | Wirehouse | Sep 29, 2022 | Nov 17, 2022 | no | Richmond, VA | Previous registration |
| RAYMOND JAMES & ASSOCIATES, INC. | National bd RIA | Aug 11, 2015 | Sep 20, 2022 | no | VIRGINIA BEACH, VA|ST. PETERSBURG, FL|Richmond, VA|RICHMOND, VA|ST. PETERSBURG, FL | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Nov 18, 2009 | Aug 12, 2015 | no | ST. LOUIS, MO|ROANOKE, VA|SCOTTSDALE, AZ|ST. LOUIS, MO | Previous registration |
| EDELMAN FINANCIAL ADVISORS LLC | n/a | Mar 7, 2008 | Jan 21, 2009 | no | RICHMOND, VA|FAIRFAX, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | RAYMOND JAMES & ASSOCIATES, INC. | Sep 11, 2023 | Sep 15, 2023 | 4 | Firm change | Ibd to ibd |
| MORGAN STANLEY | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Nov 17, 2022 | Nov 18, 2022 | 1 | Firm change | Wirehouse to ibd |
| RAYMOND JAMES & ASSOCIATES, INC. | MORGAN STANLEY | Sep 20, 2022 | Sep 29, 2022 | 9 | Firm change | Ibd to wirehouse |
| WELLS FARGO ADVISORS | RAYMOND JAMES & ASSOCIATES, INC. | Aug 12, 2015 | Aug 11, 2015 | -1 | Firm change | Wirehouse to ibd |
| EDELMAN FINANCIAL ADVISORS LLC | WELLS FARGO ADVISORS | Jan 21, 2009 | Nov 18, 2009 | 301 | Firm change | Other |