DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Green Bay, WI | SAINT PETERSBURG, FL
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 | Mar 4, 2026 | n/a | yes | Green Bay, WI|SAINT PETERSBURG, FL | Current employment |
| THRIVENT INVESTMENT MANAGEMENT INC. | Bd affiliated wealth | Oct 2, 2025 | Mar 2, 2026 | no | Green Bay, WI|APPLETON, WI | Previous registration |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Oct 11, 2021 | May 23, 2025 | no | Green Bay, WI | Previous registration |
| ROBERT W. BAIRD & CO. INCORPORATED | Mixed wealth | Jul 13, 2010 | Jan 4, 2012 | no | GREEN BAY, WI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| THRIVENT INVESTMENT MANAGEMENT INC. | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Mar 2, 2026 | Mar 4, 2026 | 2 | Firm change | Ibd to ibd |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | THRIVENT INVESTMENT MANAGEMENT INC. | May 23, 2025 | Oct 2, 2025 | 132 | Firm change | Ibd to ibd |
| ROBERT W. BAIRD & CO. INCORPORATED | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Jan 4, 2012 | Oct 11, 2021 | 3,568 | Firm change after gap | Other |