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Advisor at COMMONWEALTH FINANCIAL NETWORK
Plano, TX | Celina, TX
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 |
|---|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | National bd RIA | Feb 19, 2016 | n/a | yes | Plano, TX|Celina, TX | Current employment |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Feb 18, 2014 | Feb 23, 2016 | no | FRISCO, TX | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Jun 10, 2011 | Feb 3, 2014 | no | WESTLAKE, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | COMMONWEALTH FINANCIAL NETWORK | Feb 23, 2016 | Feb 19, 2016 | -4 | Firm change | Other |
| STRATEGIC ADVISERS LLC | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Feb 3, 2014 | Feb 18, 2014 | 15 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 149018:8032:TX:2016-02-23 | Feb 23, 2016 | Feb 19, 2016 | FRISCO, TX | Firm change |