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Advisor at RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Cupertino, CA
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 19, 2012 | n/a | yes | Cupertino, CA | Current employment |
| ADDISON AVENUE FINANCIAL PARTNERS, LLC | n/a | Oct 19, 2007 | Jul 16, 2012 | no | CREEK BLVD, CA|SANTA CLARA, CA|ROCKLIN, CA|CUPERTINO, CA | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Jun 13, 2007 | Oct 11, 2007 | no | BELMONT, CA|SAN BRUNO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ADDISON AVENUE FINANCIAL PARTNERS, LLC | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Jul 16, 2012 | Jan 19, 2012 | -179 | Firm change after gap | Other |
| CITIGROUP GLOBAL MARKETS INC. | ADDISON AVENUE FINANCIAL PARTNERS, LLC | Oct 11, 2007 | Oct 19, 2007 | 8 | Firm change | Other |