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Advisor at RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
San Antonio, TX
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 | Jul 6, 2018 | n/a | yes | San Antonio, TX | Current employment |
| SENSUS WEALTH MANAGEMENT GROUP LLC | State registered | May 13, 2016 | Jun 18, 2018 | no | SAN ANTONIO, TX | Previous registration |
| OSAIC INSTITUTIONS, INC. | Bd affiliated wealth | Oct 30, 2013 | Nov 13, 2015 | no | San Antonio, TX|MERIDEN, CT|MERIDEN, CT | Previous registration |
| INVESTMENT PROFESSIONALS, INC. | Former SEC adviser | Aug 22, 2008 | Oct 21, 2013 | no | SAN ANTONIO, TX|LOCUST VALLEY, NY|LAKE SUCCESS, NY|NORTHPORT, NY|NORTHPORT VILLAGE, NY|SMITHTOWN, NY|MERRICK, NY|GLEN HEAD, NY|ROCKVILLE CENTRE, NY|BABYLON, NY|GREENVALE, NY|WOODBURY, NY|OLD BROOKVILLE, NY|PORT JEFFERSON STATION, NY|SEA CLIFF, NY|MANASSAS, VA|EVANSVILLE, IN|BETHALTO, IL|SAN ANTONIO, TX|BOSTON, MA|BRAZIL, IN|SAN ANTONIO, TX|SAN ANTONIO, TX|SAN ANTONIO, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SENSUS WEALTH MANAGEMENT GROUP LLC | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Jun 18, 2018 | Jul 6, 2018 | 18 | Firm change | Other |
| OSAIC INSTITUTIONS, INC. | SENSUS WEALTH MANAGEMENT GROUP LLC | Nov 13, 2015 | May 13, 2016 | 182 | Firm change | Other |
| INVESTMENT PROFESSIONALS, INC. | OSAIC INSTITUTIONS, INC. | Oct 21, 2013 | Oct 30, 2013 | 9 | Firm change | Other |