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Advisor at RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
New Smyrna Beach, 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 | Jul 1, 2025 | n/a | yes | New Smyrna Beach, FL | Current employment |
| RAYMOND JAMES & ASSOCIATES, INC. | National bd RIA | Feb 13, 2013 | Jul 2, 2025 | no | Winter Park, FL|NEW SMYRNA BEACH, FL|Lake Mary, FL | Previous registration |
| MORGAN KEEGAN & COMPANY, LLC | Former SEC adviser | Apr 12, 2001 | Feb 13, 2013 | no | NEW SMYRNA BEACH, FL|ORMOND BEACH, FL|MEMPHIS, TN|NEW SMYRNA BEACH, FL|EDGEWATER, FL|SARASOTA, FL|WINTER PARK, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES, INC. | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Jul 2, 2025 | Jul 1, 2025 | -1 | Firm change | Ibd to ibd |
| MORGAN KEEGAN & COMPANY, LLC | RAYMOND JAMES & ASSOCIATES, INC. | Feb 13, 2013 | Feb 13, 2013 | 0 | Bulk transfer | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 705:149018:FL:2025-06-24 | Jul 2, 2025 | Jul 1, 2025 | LAKE MARY, FL | Firm change |