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Advisor at RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Davison, MI
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 16, 2025 | n/a | yes | Davison, MI | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Dec 16, 2016 | Jun 25, 2025 | no | DAVISON, MI | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Dec 12, 2008 | Dec 27, 2016 | no | Troy, MI | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Sep 22, 2006 | Dec 16, 2008 | no | FLINT, MI|GRAND BLANC, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Jun 25, 2025 | Jun 16, 2025 | -9 | Firm change | Wirehouse to ibd |
| UBS FINANCIAL SERVICES INC. | WELLS FARGO ADVISORS | Dec 27, 2016 | Dec 16, 2016 | -11 | Firm change | Wirehouse to wirehouse |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | UBS FINANCIAL SERVICES INC. | Dec 16, 2008 | Dec 12, 2008 | -4 | Firm change | Wirehouse to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 11025:149018:MI:2025-06-25 | Jun 25, 2025 | Jun 16, 2025 | DAVISON, MI | Firm change |
| 8174:11025:MI:2016-12-27 | Dec 27, 2016 | Dec 16, 2016 | TROY, MI | Firm change |