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Advisor at RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MEQUON, WI
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 |
|---|---|---|---|---|---|---|
| GENTIAN FINANCIAL, INC. | State registered | Sep 7, 2022 | n/a | yes | MEQUON, WI | Current employment |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Jan 31, 2018 | n/a | yes | MEQUON, WI | Current employment |
| EDWARD JONES | National bd RIA | Jan 20, 2016 | Jan 25, 2018 | no | Brandon, WI|ST LOUIS, MO|TEMPE, AZ|MARSHFIELD, WI|MARSHFIELD, WI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EDWARD JONES | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Jan 25, 2018 | Jan 31, 2018 | 6 | Firm change | Ibd to ibd |