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Advisor at RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ST. PETERSBURG, FL | Bradenton, FL | 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 | Aug 3, 2020 | n/a | yes | SAINT PETERSBURG, FL|Bradenton, FL | Current employment |
| RAYMOND JAMES & ASSOCIATES, INC. | National bd RIA | Jul 20, 2020 | n/a | yes | ST. PETERSBURG, FL|Bradenton, FL | Current employment |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Sep 18, 2018 | Jul 10, 2020 | no | LAKEWOOD RANCH, FL | Previous registration |
| GLOBAL FINANCIAL PRIVATE CAPITAL, INC. | Former SEC adviser | Jan 25, 2016 | Jun 5, 2018 | no | sarasota, FL|SARASOTA, FL | Previous registration |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Jun 4, 2014 | Jan 5, 2016 | no | BRADENTON, FL | Previous registration |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Jul 6, 2009 | Dec 26, 2013 | no | LAKEWOOD RANCH, FL|BRADENTON, FL | Previous registration |
| MORGAN STANLEY & CO. LLC | n/a | Jul 31, 2007 | May 21, 2009 | no | BRADENTON, FL|SARASOTA, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | RAYMOND JAMES & ASSOCIATES, INC. | Jul 10, 2020 | Jul 20, 2020 | 10 | Firm change | Ibd to ibd |
| GLOBAL FINANCIAL PRIVATE CAPITAL, INC. | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Jun 5, 2018 | Sep 18, 2018 | 105 | Firm change | Ibd to ibd |
| J.P. MORGAN SECURITIES LLC | GLOBAL FINANCIAL PRIVATE CAPITAL, INC. | Jan 5, 2016 | Jan 25, 2016 | 20 | Firm change | Other |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | J.P. MORGAN SECURITIES LLC | Dec 26, 2013 | Jun 4, 2014 | 160 | Firm change | Other |
| MORGAN STANLEY & CO. LLC | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | May 21, 2009 | Jul 6, 2009 | 46 | Firm change | Other |