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RIA / WealthAdvisordual registered (broker-dealer)25 years in industry

ANDREA R. BURKHALTER

Advisor at RAYMOND JAMES & ASSOCIATES, INC.

McKinney, TX | Frisco, TX

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Search this name across graphsid dfx:ria:26aea85b-b08e-5bbd-ce2e-4577b3bc33ce

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Apr 17, 2008 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: RAYMOND JAMES & ASSOCIATES, INC.
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 20, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Sep 20, 2001
First registration: Apr 17, 2008
Dual registered: yes, broker-dealer
Other names: ANDREA R BURKHALTER|Andrea Ruth Burkhalter|ANDREA R. BURKHALTER
IAPD individual key: 4408719

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
RAYMOND JAMES & ASSOCIATES, INC.	National bd RIA	Jun 10, 2019	n/a	yes	McKinney, TX\|Frisco, TX	Current employment
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Dec 7, 2017	Jun 10, 2019	no	PLANO, TX	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Nov 18, 2014	no	Amarillo, TX	Previous registration
MORGAN STANLEY & CO. LLC	n/a	Apr 17, 2008	Jun 1, 2009	no	AMARILLO, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
AMERIPRISE FINANCIAL SERVICES, LLC	RAYMOND JAMES & ASSOCIATES, INC.	Jun 10, 2019	Jun 10, 2019	0	Firm change	Ibd to ibd
MORGAN STANLEY	AMERIPRISE FINANCIAL SERVICES, LLC	Nov 18, 2014	Dec 7, 2017	1,115	Firm change after gap	Wirehouse to ibd
MORGAN STANLEY & CO. LLC	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other

Relationships

Registered with (4)

→ RAYMOND JAMES & ASSOCIATES, INC.Registered adviserregistration: current employment
Jun 10, 2019 to presentfactForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Dec 7, 2017 to Jun 10, 2019factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Nov 18, 2014factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
Apr 17, 2008 to Jun 1, 2009factForm ADV

Dated events

No dated event names this entity yet.