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Advisor at RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CANTON, OH
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 | Jun 27, 2018 | n/a | yes | CANTON, OH | Current employment |
| MCGERVEY WEALTH MANAGEMENT, LLC | Former SEC adviser | Aug 8, 2016 | May 18, 2018 | no | CANTON, OH | Previous registration |
| EDWARD JONES | National bd RIA | Oct 5, 2007 | Aug 9, 2016 | no | CANTON, OH|CANTON, OH|CANTON, OH|ST LOUIS, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MCGERVEY WEALTH MANAGEMENT, LLC | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | May 18, 2018 | Jun 27, 2018 | 40 | Firm change | Other |
| EDWARD JONES | MCGERVEY WEALTH MANAGEMENT, LLC | Aug 9, 2016 | Aug 8, 2016 | -1 | Firm change | Other |