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Advisor at RAYMOND JAMES & ASSOCIATES, INC.
PALM BEACH GARDENS, 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 & ASSOCIATES, INC. | National bd RIA | Jul 15, 2026 | n/a | yes | PALM BEACH GARDENS, FL | Current employment |
| TRUIST ADVISORY SERVICES, INC. | Bd affiliated wealth | Aug 19, 2016 | Jul 20, 2026 | no | JUPITER, FL|PALM BEACH, FL|PALM BEACH GARDENS, FL|PALM BEACH, FL | Previous registration |
| SUNTRUST INVESTMENT SERVICES, INC. | Former SEC adviser | Nov 14, 2011 | Dec 31, 2016 | no | PALM BEACH, FL|JUPITER, FL|WEST PALM BEACH, FL|MANALAPAN, FL|MANALAPAN, FL|PALM BEACH GARDENS, FL|CORAL GABLES, FL|FORT LAUDERDALE, FL|TAMPA, FL|PALM BEACH GARDENS, FL|BOYNTON BEACH, FL | Previous registration |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Oct 30, 2003 | Nov 15, 2011 | no | WEST PALM BEACH, FL|West Palm Beach, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRUIST ADVISORY SERVICES, INC. | RAYMOND JAMES & ASSOCIATES, INC. | Jul 20, 2026 | Jul 15, 2026 | -5 | Firm change | Ibd to ibd |
| SUNTRUST INVESTMENT SERVICES, INC. | TRUIST ADVISORY SERVICES, INC. | Dec 31, 2016 | Aug 19, 2016 | -134 | Bulk transfer | Other |
| CHARLES SCHWAB & CO., INC. | SUNTRUST INVESTMENT SERVICES, INC. | Nov 15, 2011 | Nov 14, 2011 | -1 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 283390:705:FL:2026-07-20 | Jul 20, 2026 | Jul 15, 2026 | PALM BEACH, FL | Firm change |