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Advisor at RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Shelby Township, 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 | Sep 18, 2026 | n/a | yes | Shelby Township, MI | Current employment |
| CETERA INVESTMENT ADVISERS LLC | Bd affiliated wealth | Apr 29, 2022 | n/a | yes | SHELBY TOWNSHIP, MI | Current employment |
| CETERA INVESTMENT ADVISERS LLC | Bd affiliated wealth | Apr 29, 2022 | Sep 17, 2026 | no | SHELBY TOWNSHIP, MI | Previous registration |
| HUNTINGTON FINANCIAL ADVISORS | Bd affiliated wealth | Oct 14, 2021 | May 6, 2022 | no | SHELBY TOWNSHIP, MI|Shelby Township, MI | Previous registration |
| CETERA INVESTMENT ADVISERS LLC | Bd affiliated wealth | Jun 29, 2020 | Oct 13, 2021 | no | TROY, MI|SHELBY TOWNSHIP, MI | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jun 25, 2018 | Jun 30, 2020 | no | BLOOMFIELD HILLS, MI|CLINTON TOWNSHIP, MI | Previous registration |
| PNC WEALTH MANAGEMENT | Bd affiliated wealth | Dec 15, 2014 | Jul 2, 2018 | no | CHESTERFIELD, MI|FRASER, MI|STERLING HEIGHTS, MI|FRASER, MI|SHELBY TWP, MI|NEW HAVEN, MI|RICHMOND, MI|CHESTERFIELD, MI|STERLING HEIGHTS, MI|ROCHESTER HILLS, MI|ROCHESTER HILLS, MI | Previous registration |
| PNC WEALTH MANAGEMENT | Bd affiliated wealth | Dec 15, 2014 | Jul 2, 2018 | no | CHESTERFIELD, MI|FRASER, MI|STERLING HEIGHTS, MI|FRASER, MI|SHELBY TWP, MI|NEW HAVEN, MI|RICHMOND, MI|CHESTERFIELD, MI|STERLING HEIGHTS, MI|ROCHESTER HILLS, MI|ROCHESTER HILLS, MI | Previous registration |
| HUNTINGTON FINANCIAL ADVISORS | Bd affiliated wealth | Feb 14, 2013 | Dec 4, 2014 | no | CLINTON TOWNSHIP, MI|CHESTERFIELD, MI|MACOMB, MI | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Dec 11, 2012 | Feb 5, 2013 | no | TROY, MI|CHICAGO, IL|TROY, MI | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Jul 2, 2010 | Dec 4, 2012 | no | STERLING HEIGHTS, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Sep 17, 2026 | Sep 18, 2026 | 1 | Firm change | Ibd to ibd |
| HUNTINGTON FINANCIAL ADVISORS | CETERA INVESTMENT ADVISERS LLC | May 6, 2022 | Apr 29, 2022 | -7 | Firm change | Ibd to ibd |
| CETERA INVESTMENT ADVISERS LLC | HUNTINGTON FINANCIAL ADVISORS | Oct 13, 2021 | Oct 14, 2021 | 1 | Firm change | Ibd to ibd |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | CETERA INVESTMENT ADVISERS LLC | Jun 30, 2020 | Jun 29, 2020 | -1 | Firm change | Wirehouse to ibd |
| PNC WEALTH MANAGEMENT | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Jul 2, 2018 | Jun 25, 2018 | -7 | Firm change | Ibd to wirehouse |
| HUNTINGTON FINANCIAL ADVISORS | PNC WEALTH MANAGEMENT | Dec 4, 2014 | Dec 15, 2014 | 11 | Firm change | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | HUNTINGTON FINANCIAL ADVISORS | Feb 5, 2013 | Feb 14, 2013 | 9 | Firm change | Other |
| LPL FINANCIAL LLC | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Dec 4, 2012 | Dec 11, 2012 | 7 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 105644:149018:MI:2026-09-17 | Sep 17, 2026 | Sep 18, 2026 | SHELBY TOWNSHIP, MI | Firm change |
| 105644:16986:MI:2021-10-13 | Oct 13, 2021 | Oct 14, 2021 | SHELBY TOWNSHIP, MI | Firm change |