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Advisor at RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Atlanta, GA
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 | Jun 26, 2026 | n/a | yes | Atlanta, GA | Current employment |
| RAYMOND JAMES & ASSOCIATES, INC. | National bd RIA | Mar 25, 2021 | Jun 26, 2026 | no | Cumming, GA|ATLANTA, GA|Atlanta, GA|Atlanta, GA | Previous registration |
| BLUEROCK WEALTH MANAGEMENT, LLC | Former SEC adviser | Jun 22, 2020 | Sep 29, 2020 | no | ALPHARETTA, GA | Previous registration |
| TRUEWEALTH MANAGEMENT | Former SEC adviser | Sep 13, 2018 | May 18, 2020 | no | ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES, INC. | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Jun 26, 2026 | Jun 26, 2026 | 0 | Firm change | Ibd to ibd |
| BLUEROCK WEALTH MANAGEMENT, LLC | RAYMOND JAMES & ASSOCIATES, INC. | Sep 29, 2020 | Mar 25, 2021 | 177 | Firm change | RIA to ibd |
| TRUEWEALTH MANAGEMENT | BLUEROCK WEALTH MANAGEMENT, LLC | May 18, 2020 | Jun 22, 2020 | 35 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 705:149018:GA:2026-06-26 | Jun 26, 2026 | Jun 26, 2026 | ATLANTA, GA | Firm change |