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Advisor at MOORS & CABOT, INC
Covington, LA | Jackson, MS
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 |
|---|---|---|---|---|---|---|
| MOORS & CABOT, INC | Bd affiliated wealth | Jul 20, 2026 | n/a | yes | Jackson, MS|Covington, LA | Current employment |
| COKER & PALMER | Independent wealth | Aug 13, 2021 | Jul 17, 2026 | no | New Orleans, LA | Previous registration |
| RAYMOND JAMES & ASSOCIATES, INC. | National bd RIA | Mar 25, 2013 | Aug 23, 2021 | no | Mandeville, LA | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Dec 2, 2005 | Mar 25, 2013 | no | MANDEVILLE, LA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| COKER & PALMER | MOORS & CABOT, INC | Jul 17, 2026 | Jul 20, 2026 | 3 | Firm change | RIA to ibd |
| RAYMOND JAMES & ASSOCIATES, INC. | COKER & PALMER | Aug 23, 2021 | Aug 13, 2021 | -10 | Firm change | Ibd to RIA |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | RAYMOND JAMES & ASSOCIATES, INC. | Mar 25, 2013 | Mar 25, 2013 | 0 | Firm change | Wirehouse to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 29163:594:LA:2026-07-17 | Jul 17, 2026 | Jul 20, 2026 | NEW ORLEANS, LA | Firm change |