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Advisor at RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Newberry, 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 | Jun 30, 2026 | n/a | yes | Newberry, FL | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Oct 1, 2019 | Jun 24, 2026 | no | GAINESVILLE, FL|NEW YORK, NY|GAINESVILLE, FL|BEVERLY HILLS, FL|BEVERLY HILLS, FL|BEVERLY HILLS, FL|OCALA, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Jun 24, 2026 | Jun 30, 2026 | 6 | Firm change | Wirehouse to ibd |