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Advisor at SCHERER FINANCIAL ADVISORY SERVICES, LLC
DALLAS, TX
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 |
|---|---|---|---|---|---|---|
| SCHERER FINANCIAL ADVISORY SERVICES, LLC | Independent wealth | Dec 6, 2021 | n/a | yes | DALLAS, TX | Current employment |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Oct 14, 2016 | Apr 6, 2022 | no | DALLAS, TX | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Aug 23, 1983 | Oct 12, 2016 | no | MCKINNEY, TX|MCKINNEY, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | SCHERER FINANCIAL ADVISORY SERVICES, LLC | Apr 6, 2022 | Dec 6, 2021 | -121 | Firm change after gap | Ibd to new firm |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Oct 12, 2016 | Oct 14, 2016 | 2 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 149018:317435:TX:2022-04-06 | Apr 6, 2022 | Dec 6, 2021 | DALLAS, TX | Firm change after gap |