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Advisor at RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Reston, 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 FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Jan 6, 2022 | n/a | yes | Reston, VA | Current employment |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Dec 16, 2021 | Jan 6, 2022 | no | Vienna, VA|Washington, DC|Fort Mill, SC | Previous registration |
| FIRST CITIZENS INVESTOR SERVICES, INC. | Bd affiliated wealth | May 24, 2017 | May 20, 2021 | no | Martinez, GA|Martinez, GA|CHARLOTTE, NC | Previous registration |
| FIRST CITIZENS ASSET MANAGEMENT, INC | Bd affiliated wealth | Apr 28, 2017 | May 20, 2021 | no | Martinez, GA | Previous registration |
| VALIC FINANCIAL ADVISORS, INC. | Bd affiliated wealth | Apr 28, 2010 | Apr 27, 2017 | no | OVERLAND PARK, KS|ATLANTA, GA|HONOLULU, HI|AUGUSTA, GA|ATLANTA, GA | Previous registration |
| EDWARD JONES | National bd RIA | Feb 7, 2007 | Jun 3, 2009 | no | ST LOUIS, MO|EVANS, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CITIGROUP GLOBAL MARKETS INC. | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Jan 6, 2022 | Jan 6, 2022 | 0 | Firm change | Ibd to ibd |
| FIRST CITIZENS ASSET MANAGEMENT, INC | FIRST CITIZENS INVESTOR SERVICES, INC. | May 20, 2021 | May 24, 2017 | -1,457 | Firm change after gap | Other |
| FIRST CITIZENS INVESTOR SERVICES, INC. | CITIGROUP GLOBAL MARKETS INC. | May 20, 2021 | Dec 16, 2021 | 210 | Firm change | Ibd to ibd |
| VALIC FINANCIAL ADVISORS, INC. | FIRST CITIZENS ASSET MANAGEMENT, INC | Apr 27, 2017 | Apr 28, 2017 | 1 | Firm change | Other |
| EDWARD JONES | VALIC FINANCIAL ADVISORS, INC. | Jun 3, 2009 | Apr 28, 2010 | 329 | Firm change | Other |