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Advisor at RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Bellevue, WA
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 | Mar 9, 2026 | n/a | yes | Bellevue, WA | Current employment |
| B.O.S.S. RETIREMENT ADVISORS, LLC | Independent wealth | Mar 18, 2025 | Oct 6, 2025 | no | KIRKLAND, WA|LEHI, UT | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Apr 30, 2024 | Mar 10, 2025 | no | REDMOND, WA|NEW YORK, NY|BELLEVUE, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| B.O.S.S. RETIREMENT ADVISORS, LLC | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Oct 6, 2025 | Mar 9, 2026 | 154 | Firm change | RIA to ibd |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | B.O.S.S. RETIREMENT ADVISORS, LLC | Mar 10, 2025 | Mar 18, 2025 | 8 | Firm change | Wirehouse to RIA |