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Advisor at RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Lake Oswego, OR
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 | May 26, 2022 | n/a | yes | Lake Oswego, OR | Current employment |
| D.A. DAVIDSON & CO. | Independent wealth | May 27, 2005 | May 27, 2022 | no | LAKE OSWEGO, OR|LAKE OSWEGO, OR|SALEM, OR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| D.A. DAVIDSON & CO. | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | May 27, 2022 | May 26, 2022 | -1 | Firm change | RIA to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 199:149018:OR:2022-05-27 | May 27, 2022 | May 26, 2022 | SALEM, OR | Firm change |