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Advisor at RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ST. PETERSBURG, FL | Greenville, SC | 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 | Nov 9, 2022 | n/a | yes | Greenville, SC|SAINT PETERSBURG, FL | Current employment |
| RAYMOND JAMES & ASSOCIATES, INC. | National bd RIA | Nov 9, 2022 | n/a | yes | Greenville, SC|ST. PETERSBURG, FL | Current employment |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Jan 3, 2019 | Jun 18, 2022 | no | COLUMBUS, OH|Westerville, OH|WESTERVILLE, OH|WESTERVILLE, OH|Westerville, OH|Columbus, OH|Westerville, OH|Westerville, OH | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Jan 1, 2008 | Mar 19, 2013 | no | COLUMBUS, OH | Previous registration |
| A. G. EDWARDS & SONS, INC. | n/a | Jul 14, 2005 | Jan 1, 2008 | no | COLUMBUS, OH|COLUMBUS, OH|ST. LOUIS, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | RAYMOND JAMES & ASSOCIATES, INC. | Jun 18, 2022 | Nov 9, 2022 | 144 | Firm change | Wirehouse to ibd |
| WELLS FARGO ADVISORS | J.P. MORGAN SECURITIES LLC | Mar 19, 2013 | Jan 3, 2019 | 2,116 | Firm change after gap | Wirehouse to wirehouse |
| A. G. EDWARDS & SONS, INC. | WELLS FARGO ADVISORS | Jan 1, 2008 | Jan 1, 2008 | 0 | Bulk transfer | Other |