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Advisor at RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MAGEE, MS
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 | Mar 6, 2013 | n/a | yes | MAGEE, MS | Current employment |
| BANKPLUS WEALTH ADVISORS | Independent wealth | Mar 18, 2010 | Jan 2, 2013 | no | JACKSON, MS | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Feb 12, 2007 | Feb 8, 2010 | no | Jackson, MS | Previous registration |
| RAYMOND JAMES FINANCIAL SERVICES, INC. | n/a | Mar 3, 2003 | Feb 12, 2007 | no | MAGEE, MS|BRANDON, MS | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BANKPLUS WEALTH ADVISORS | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Jan 2, 2013 | Mar 6, 2013 | 63 | Firm change | Other |
| UBS FINANCIAL SERVICES INC. | BANKPLUS WEALTH ADVISORS | Feb 8, 2010 | Mar 18, 2010 | 38 | Firm change | Other |
| RAYMOND JAMES FINANCIAL SERVICES, INC. | UBS FINANCIAL SERVICES INC. | Feb 12, 2007 | Feb 12, 2007 | 0 | Firm change | Other |