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Advisor at OBJECTIVITY SQUARED WEALTH MANAGEMENT
CHARLESTON, SC
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 |
|---|---|---|---|---|---|---|
| OBJECTIVITY SQUARED WEALTH MANAGEMENT | Independent wealth | Jan 2, 2026 | n/a | yes | CHARLESTON, SC | Current employment |
| RAYMOND JAMES & ASSOCIATES, INC. | National bd RIA | Nov 18, 2009 | Dec 31, 2020 | no | MT. PLEASANT, SC|CHARLESTON, SC|CHARLESTON, SC | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Mar 15, 1995 | Nov 18, 2009 | no | ISLE OF PALMS, SC|WILMINGTON, NC|CHARLESTON, SC|MOUNT PLEASANT, SC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES, INC. | OBJECTIVITY SQUARED WEALTH MANAGEMENT | Dec 31, 2020 | Jan 2, 2026 | 1,828 | Firm change after gap | Ibd to RIA |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | RAYMOND JAMES & ASSOCIATES, INC. | Nov 18, 2009 | Nov 18, 2009 | 0 | Firm change | Wirehouse to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 705:311052:SC:2020-12-31 | Dec 31, 2020 | Jan 2, 2026 | CHARLESTON, SC | Firm change after gap |