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Advisor at RAYMOND JAMES (USA) LTD
VANCOUVER | VICTORIA, BC
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 (USA) LTD | Bd affiliated wealth | Oct 3, 2025 | n/a | yes | VICTORIA, BC|VANCOUVER | Current employment |
| BEACON HILL WEALTH MANAGEMENT LTD | Independent wealth | May 23, 2024 | Jul 25, 2025 | no | VICTORIA, BC | Previous registration |
| RAYMOND JAMES (USA) LTD | Bd affiliated wealth | Sep 20, 2022 | May 24, 2024 | no | VANCOUVER|Victoria, British Columbia | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BEACON HILL WEALTH MANAGEMENT LTD | RAYMOND JAMES (USA) LTD | Jul 25, 2025 | Oct 3, 2025 | 70 | Firm change | RIA to ibd |
| RAYMOND JAMES (USA) LTD | BEACON HILL WEALTH MANAGEMENT LTD | May 24, 2024 | May 23, 2024 | -1 | Firm change | Ibd to new firm |