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Advisor at MANNING & NAPIER ADVISORS, LLC
FAIRPORT, NY | BOYNTON BEACH, 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 |
|---|---|---|---|---|---|---|
| MANNING & NAPIER ADVISORS, LLC | Mixed wealth | Jul 28, 2025 | n/a | yes | BOYNTON BEACH, FL|FAIRPORT, NY | Current employment |
| EQUITABLE ADVISORS, LLC | National bd RIA | May 11, 2020 | Jun 11, 2025 | no | BOCA RATON, FL|BOCA RATON, FL|Coral Springs, FL|BOYNTON BEACH, FL, FL | Previous registration |
| CAPITAL ANALYSTS | Bd affiliated wealth | Apr 20, 2018 | May 12, 2020 | no | Miami, FL | Previous registration |
| LINCOLN INVESTMENT | Independent wealth | Apr 18, 2018 | May 12, 2020 | no | Miami, FL | Previous registration |
| MML INVESTORS SERVICES, LLC | Bd affiliated wealth | Feb 26, 2016 | Nov 14, 2017 | no | FT LAUDERDALE, FL | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Oct 26, 2011 | Dec 28, 2015 | no | BOCA RATON, FL|DELRAY BEACH, FL|BOCA RATON, FL|BOCA RATON, FL|BOCA RATON, FL|JACKSONVILLE, FL|BOCA RATON, FL|BOCA RATON, FL|BOCA RATON, FL|BOCA RATON, FL|BOCA RATON, FL | Previous registration |
| EDWARD JONES | National bd RIA | Mar 10, 2010 | Sep 13, 2010 | no | BOCA RATON, FL|ST LOUIS, MO|PARKLAND, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EQUITABLE ADVISORS, LLC | MANNING & NAPIER ADVISORS, LLC | Jun 11, 2025 | Jul 28, 2025 | 47 | Firm change | Ibd to RIA |
| LINCOLN INVESTMENT | CAPITAL ANALYSTS | May 12, 2020 | Apr 20, 2018 | -753 | Firm change after gap | Ibd to ibd |
| CAPITAL ANALYSTS | EQUITABLE ADVISORS, LLC | May 12, 2020 | May 11, 2020 | -1 | Firm change | Ibd to ibd |
| MML INVESTORS SERVICES, LLC | LINCOLN INVESTMENT | Nov 14, 2017 | Apr 18, 2018 | 155 | Firm change | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | MML INVESTORS SERVICES, LLC | Dec 28, 2015 | Feb 26, 2016 | 60 | Firm change | Other |
| EDWARD JONES | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Sep 13, 2010 | Oct 26, 2011 | 408 | Firm change after gap | Ibd to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 519:162200:FL:2020-05-12 | May 12, 2020 | Apr 20, 2018 | MIAMI, FL | Firm change after gap |