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Advisor at RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Conroe, TX | 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 | Jan 23, 2026 | n/a | yes | SAINT PETERSBURG, FL|Conroe, TX | Current employment |
| RAYMOND JAMES & ASSOCIATES, INC. | National bd RIA | Sep 7, 2023 | Dec 31, 2025 | no | ST. PETERSBURG, FL|Conroe, TX | Previous registration |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Jun 6, 2016 | Sep 6, 2023 | no | WACO, TX|AIEA, HI|Waipahu, HI|WACO, TX | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Apr 1, 2014 | Aug 25, 2015 | no | WACO, TX|SAN ANTONIO, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES, INC. | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Dec 31, 2025 | Jan 23, 2026 | 23 | Bulk transfer | Ibd to ibd |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | RAYMOND JAMES & ASSOCIATES, INC. | Sep 6, 2023 | Sep 7, 2023 | 1 | Firm change | Ibd to ibd |
| WELLS FARGO ADVISORS | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Aug 25, 2015 | Jun 6, 2016 | 286 | Firm change | Other |