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.

Current firm

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Current firm class

broker-dealer affiliated wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Sep 25, 2000earliest registration or exam on IAPD

Years in industry

25derivedfrom the industry start date

Years at current firm

10derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S66

First exam

Sep 25, 2000

First registration

Aug 27, 2002

Dual registered

yes, broker-dealer

Other names

JOSHUA SHULMAN

IAPD individual key

3154451

Graph

RIA / Wealth Management

Canonical id

dfx:ria:2ae0c5e4-04f7-652d-d013-7ef66f5a5de4

First observed

Aug 27, 2002

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.