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Advisor at RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ST. PETERSBURG, FL | Willow Grove, PA
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 | Sep 11, 2025 | n/a | yes | ST. PETERSBURG, FL|Willow Grove, PA | Current employment |
| RAYMOND JAMES & ASSOCIATES, INC. | National bd RIA | Dec 14, 2022 | n/a | yes | ST. PETERSBURG, FL|Willow Grove, PA | Current employment |
| SECURIAN FINANCIAL SERVICES, INC. | Former SEC adviser | Jan 27, 2020 | Jan 12, 2022 | no | Plymouth Meeting, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SECURIAN FINANCIAL SERVICES, INC. | RAYMOND JAMES & ASSOCIATES, INC. | Jan 12, 2022 | Dec 14, 2022 | 336 | Firm change | Ibd to ibd |