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.

Current firm

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Current firm class

broker-dealer affiliated wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

May 1, 2008earliest registration or exam on IAPD

Years in industry

18derivedfrom the industry start date

Years at current firm

9derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

Jul 18, 2008

First registration

Feb 28, 2011

Dual registered

yes, broker-dealer

Other names

THERESA M. PATRON|THERESA MARIE JAMES|THERESA MARIE TILK|THERESA MARIE RITZERT

IAPD individual key

4217060

Graph

RIA / Wealth Management

Canonical id

dfx:ria:056d9f2f-d163-41c0-d903-0be02efceb05

First observed

Feb 28, 2011

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.