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Advisor at RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Norman, OK
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 | Feb 6, 2025 | n/a | yes | Norman, OK | Current employment |
| UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | Independent wealth | Jul 3, 2024 | Feb 12, 2025 | no | NORMAN, OK|SCOTTSDALE, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Feb 12, 2025 | Feb 6, 2025 | -6 | Firm change | RIA to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 20804:149018:AZ:2025-02-12 | Feb 12, 2025 | Feb 6, 2025 | SCOTTSDALE, AZ | Firm change |