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Advisor at RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
West Linn, OR
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 | Nov 25, 2020 | n/a | yes | West Linn, OR|West Linn, OR | Current employment |
| EATON VANCE MANAGEMENT | Asset manager | Jul 26, 2017 | Oct 22, 2019 | no | BOSTON, MA | Previous registration |
| COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC | Asset manager | Aug 11, 2010 | Jun 23, 2017 | no | BOSTON, MA | Previous registration |
| BOFA ADVISORS, LLC | Former SEC adviser | May 10, 2005 | May 20, 2010 | no | BOSTON, MA|SEATTLE, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EATON VANCE MANAGEMENT | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Oct 22, 2019 | Nov 25, 2020 | 400 | Firm change | RIA to ibd |
| COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC | EATON VANCE MANAGEMENT | Jun 23, 2017 | Jul 26, 2017 | 33 | Firm change | Other |
| BOFA ADVISORS, LLC | COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC | May 20, 2010 | Aug 11, 2010 | 83 | Bulk transfer | Other |