DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
YORK, PA
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 | Mar 13, 2017 | n/a | yes | YORK, PA | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Jul 31, 2009 | Mar 2, 2017 | no | YORK, PA|YORK, PA | Previous registration |
| EDWARD JONES | National bd RIA | Jun 4, 2009 | Aug 3, 2009 | no | YORK, PA|YORK, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Mar 2, 2017 | Mar 13, 2017 | 11 | Firm change | Other |
| EDWARD JONES | WELLS FARGO ADVISORS | Aug 3, 2009 | Jul 31, 2009 | -3 | Firm change | Ibd to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 11025:149018:PA:2017-03-02 | Mar 2, 2017 | Mar 13, 2017 | YORK, PA | Firm change |