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Advisor at RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Caldwell, ID | Middleton, ID
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 | Jan 21, 2021 | n/a | yes | Caldwell, ID|Middleton, ID | Current employment |
| GOLDBLOOM WEALTH MANAGEMENT LLC | State registered | Mar 1, 2016 | Apr 10, 2018 | no | MERCER ISLAND, WA | Previous registration |
| HORNOR, TOWNSEND & KENT, LLC | Independent wealth | Jun 10, 2015 | Feb 18, 2016 | no | BELLEVUE, WA | Previous registration |
| PRUCO SECURITIES, LLC | No RAUM reported | Sep 15, 2014 | Jan 5, 2015 | no | Mercer Island, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GOLDBLOOM WEALTH MANAGEMENT LLC | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Apr 10, 2018 | Jan 21, 2021 | 1,017 | Firm change after gap | Other |
| HORNOR, TOWNSEND & KENT, LLC | GOLDBLOOM WEALTH MANAGEMENT LLC | Feb 18, 2016 | Mar 1, 2016 | 12 | Firm change | Other |
| PRUCO SECURITIES, LLC | HORNOR, TOWNSEND & KENT, LLC | Jan 5, 2015 | Jun 10, 2015 | 156 | Firm change | Other |