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Advisor at EDWARD JONES
OCALA, 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 |
|---|---|---|---|---|---|---|
| EDWARD JONES | National bd RIA | Feb 3, 2026 | n/a | yes | OCALA, FL | Current employment |
| FLEISHEL FINANCIAL ASSOCIATES, INC. | Former SEC adviser | Oct 30, 2020 | Apr 7, 2022 | no | DELAND, FL|JACKSONVILLE, FL | Previous registration |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Mar 31, 2009 | Sep 24, 2021 | no | JACKSONVILLE, FL|Jacksonville, FL | Previous registration |
| RAYMOND JAMES FINANCIAL SERVICES, INC. | n/a | Sep 17, 2008 | Oct 10, 2009 | no | JACKSONVILLE, FL|DELAND, FL|Jacksonville, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FLEISHEL FINANCIAL ASSOCIATES, INC. | EDWARD JONES | Apr 7, 2022 | Feb 3, 2026 | 1,398 | Firm change after gap | Other |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | FLEISHEL FINANCIAL ASSOCIATES, INC. | Sep 24, 2021 | Oct 30, 2020 | -329 | Firm change after gap | Other |
| RAYMOND JAMES FINANCIAL SERVICES, INC. | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Oct 10, 2009 | Mar 31, 2009 | -193 | Bulk transfer | Other |