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Advisor at RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Minnetonka, MN
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 | Apr 16, 2025 | n/a | yes | Minnetonka, MN | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Mar 20, 2023 | Apr 24, 2025 | no | WAYZATA, MN|MINNEAPOLIS, MN|MINNETONKA, MN|SAINT PAUL, MN|MINNETONKA, MN|MINNEAPOLIS, MN | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Sep 9, 2022 | Feb 28, 2023 | no | ALBERT LEA, MN|MINNEAPOLIS, MN|AUSTIN, MN|DULUTH, MN|MAPLE GROVE, MN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Apr 24, 2025 | Apr 16, 2025 | -8 | Firm change | Wirehouse to ibd |
| WELLS FARGO ADVISORS | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Feb 28, 2023 | Mar 20, 2023 | 20 | Firm change | Wirehouse to wirehouse |