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Advisor at RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Prescott, AZ | SAINT PETERSBURG, FL
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 | Dec 22, 2021 | n/a | yes | SAINT PETERSBURG, FL|Prescott, AZ | Current employment |
| WRIGHT WEALTH MANAGEMENT GROUP | State registered | Sep 30, 2015 | Feb 4, 2022 | no | PRESCOTT, AZ | Previous registration |
| PNC MANAGED ACCOUNT SOLUTIONS, INC. | Former SEC adviser | Oct 15, 2010 | Jun 28, 2012 | no | HOUSTON, TX | Previous registration |
| ST JOHNS WEALTH MANAGEMENT | n/a | Apr 13, 2010 | Oct 15, 2010 | no | PRESCOTT, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WRIGHT WEALTH MANAGEMENT GROUP | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Feb 4, 2022 | Dec 22, 2021 | -44 | Firm change after gap | Other |
| PNC MANAGED ACCOUNT SOLUTIONS, INC. | WRIGHT WEALTH MANAGEMENT GROUP | Jun 28, 2012 | Sep 30, 2015 | 1,189 | Firm change after gap | Other |
| ST JOHNS WEALTH MANAGEMENT | PNC MANAGED ACCOUNT SOLUTIONS, INC. | Oct 15, 2010 | Oct 15, 2010 | 0 | Bulk transfer | Other |