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Advisor at RAYMOND JAMES & ASSOCIATES, INC.
Sarasota , 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 & ASSOCIATES, INC. | National bd RIA | Jan 29, 2025 | n/a | yes | Sarasota , FL | Current employment |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Nov 3, 2022 | Oct 18, 2023 | no | Sarasota, FL | Previous registration |
| PASSAGE GLOBAL CAPITAL MANAGEMENT, LLC | State registered | Sep 30, 2021 | Jul 8, 2022 | no | Tampa, FL|BETTENDORF, IA|Sarasota, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | RAYMOND JAMES & ASSOCIATES, INC. | Oct 18, 2023 | Jan 29, 2025 | 469 | Firm change after gap | Ibd to ibd |
| PASSAGE GLOBAL CAPITAL MANAGEMENT, LLC | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Jul 8, 2022 | Nov 3, 2022 | 118 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 149018:705:FL:2023-10-09 | Oct 18, 2023 | Jan 29, 2025 | SARASOTA, FL | Firm change after gap |