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Advisor at RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Marysville, OH
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 | Aug 18, 2025 | n/a | yes | Marysville, OH | Current employment |
| COMMONWEALTH FINANCIAL NETWORK | National bd RIA | Mar 31, 2009 | Aug 19, 2025 | no | WALTHAM, MA|Marysville, OH|Dublin, OH | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Jun 28, 2004 | Apr 15, 2009 | no | DUBLIN, OH|DUBLIN, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Aug 19, 2025 | Aug 18, 2025 | -1 | Firm change | Ibd to ibd |
| CITIGROUP GLOBAL MARKETS INC. | COMMONWEALTH FINANCIAL NETWORK | Apr 15, 2009 | Mar 31, 2009 | -15 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 8032:149018:OH:2025-08-01 | Aug 19, 2025 | Aug 18, 2025 | DUBLIN, OH | Firm change |