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Advisor at RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Jacksonville, 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 | Sep 7, 2023 | n/a | yes | Jacksonville, FL | Current employment |
| PACER ADVISORS, INC. | Asset manager | Jan 14, 2021 | Sep 1, 2023 | no | Jacksonville, FL|MALVERN, PA | Previous registration |
| FISHER INVESTMENTS | Independent wealth | Aug 27, 2020 | Jan 22, 2021 | no | PLANO, TX|JACKSONVILLE, FL | Previous registration |
| ALLSPRING FUNDS MANAGEMENT, LLC | Asset manager | Mar 27, 2018 | Jan 16, 2020 | no | St Augustine, FL|Jacksonville Beach, FL|CHARLOTTE, NC|Jacksonville, FL | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jun 11, 2013 | Jan 2, 2018 | no | JACKSONVILLE, FL|JACKSONVILLE, FL|JACKSONVILLE, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PACER ADVISORS, INC. | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Sep 1, 2023 | Sep 7, 2023 | 6 | Firm change | Other |
| FISHER INVESTMENTS | PACER ADVISORS, INC. | Jan 22, 2021 | Jan 14, 2021 | -8 | Firm change | Other |
| ALLSPRING FUNDS MANAGEMENT, LLC | FISHER INVESTMENTS | Jan 16, 2020 | Aug 27, 2020 | 224 | Firm change | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | ALLSPRING FUNDS MANAGEMENT, LLC | Jan 2, 2018 | Mar 27, 2018 | 84 | Firm change | Other |