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Advisor at INTRUA FINANCIAL
Fulton, MD | Severna Park, MD | HOUSTON, 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 |
|---|---|---|---|---|---|---|
| INTRUA FINANCIAL | Independent wealth | Apr 19, 2023 | n/a | yes | Severna Park, MD|HOUSTON, TX|Fulton, MD | Current employment |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Mar 23, 2012 | Apr 25, 2023 | no | FULTON, MD|Columbia, MD|Fulton, MD | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Mar 10, 2006 | Mar 23, 2012 | no | RESTON, VA|FULTON, MD | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Sep 30, 2003 | Mar 10, 2006 | no | COLUMBIA, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | INTRUA FINANCIAL | Apr 25, 2023 | Apr 19, 2023 | -6 | Firm change | Ibd to RIA |
| WELLS FARGO ADVISORS | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Mar 23, 2012 | Mar 23, 2012 | 0 | Firm change | Other |
| WELLS FARGO ADVISORS | WELLS FARGO ADVISORS | Mar 10, 2006 | Mar 10, 2006 | 0 | Channel change | Wirehouse to wirehouse |