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Advisor at RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Kansas City, MO
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 9, 2026 | n/a | yes | Kansas City, MO | Current employment |
| MISSIONSQUARE RETIREMENT | Bd affiliated wealth | Mar 8, 2017 | Dec 15, 2021 | no | GREENWOOD, MO|WASHINGTON, DC|Lee's Summit, MO | Previous registration |
| AMERICAN CENTURY ADVISORY SERVICES, INC. | Former SEC adviser | Nov 10, 2004 | Dec 31, 2012 | no | LEAWOOD, KS | Previous registration |
| WALNUT STREET SECURITIES, INC. | Former SEC adviser | Jun 17, 2004 | Oct 29, 2004 | no | LEE'S SUMIT, MO | Previous registration |
| AMERICAN CENTURY ADVISORY SERVICES, INC. | Former SEC adviser | Oct 7, 2002 | Aug 7, 2003 | no | KANSAS CITY, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MISSIONSQUARE RETIREMENT | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Dec 15, 2021 | Mar 9, 2026 | 1,545 | Firm change after gap | Other |
| AMERICAN CENTURY ADVISORY SERVICES, INC. | MISSIONSQUARE RETIREMENT | Dec 31, 2012 | Mar 8, 2017 | 1,528 | Firm change after gap | Other |
| WALNUT STREET SECURITIES, INC. | AMERICAN CENTURY ADVISORY SERVICES, INC. | Oct 29, 2004 | Nov 10, 2004 | 12 | Firm change | Other |
| AMERICAN CENTURY ADVISORY SERVICES, INC. | WALNUT STREET SECURITIES, INC. | Aug 7, 2003 | Jun 17, 2004 | 315 | Firm change | Other |