DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at SOUTHEAST ASSET ADVISORS, LLC
THOMASVILLE, GA | Mobile, AL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| SOUTHEAST ASSET ADVISORS, LLC | Independent wealth | Dec 4, 2015 | n/a | yes | Mobile, AL|THOMASVILLE, GA | Current employment |
| RAYMOND JAMES & ASSOCIATES, INC. | National bd RIA | Feb 13, 2013 | Sep 18, 2015 | no | MOBILE, AL | Previous registration |
| MORGAN KEEGAN & COMPANY, LLC | Former SEC adviser | Aug 7, 1997 | Feb 13, 2013 | no | MOBILE, AL|MOBILE, AL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES, INC. | SOUTHEAST ASSET ADVISORS, LLC | Sep 18, 2015 | Dec 4, 2015 | 77 | Firm change | Other |
| MORGAN KEEGAN & COMPANY, LLC | RAYMOND JAMES & ASSOCIATES, INC. | Feb 13, 2013 | Feb 13, 2013 | 0 | Bulk transfer | Other |