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Advisor at RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WILLIAMSBURG, VA | SAINT PETERSBURG, 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 | Jan 16, 2026 | n/a | yes | SAINT PETERSBURG, FL|WILLIAMSBURG, VA | Current employment |
| RAYMOND JAMES & ASSOCIATES, INC. | National bd RIA | May 12, 2017 | Dec 31, 2025 | no | Beachwood, OH|Newport News, VA|Williamsburg, VA|ST. PETERSBURG, FL|Williamsburg, VA|Williamsburg, VA | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Oct 20, 2011 | Mar 30, 2017 | no | PEPPER PIKE, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES, INC. | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Dec 31, 2025 | Jan 16, 2026 | 16 | Bulk transfer | Ibd to ibd |
| WELLS FARGO ADVISORS | RAYMOND JAMES & ASSOCIATES, INC. | Mar 30, 2017 | May 12, 2017 | 43 | Firm change | Wirehouse to ibd |