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Advisor at HARRELL INVESTMENT PARTNERS, LLC
AUSTIN, 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 |
|---|---|---|---|---|---|---|
| HARRELL INVESTMENT PARTNERS, LLC | Independent wealth | May 5, 2022 | n/a | yes | AUSTIN, TX | Current employment |
| LIVE OAK INVESTMENT PARTNERS | Independent wealth | Aug 23, 2021 | Nov 19, 2021 | no | AUSTIN, TX | Previous registration |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Mar 31, 2020 | Aug 2, 2021 | no | Austin, TX | Previous registration |
| RAYMOND JAMES & ASSOCIATES, INC. | National bd RIA | Apr 3, 2017 | Dec 23, 2019 | no | AUSTIN, TX|AUSTIN, TX | Previous registration |
| OPPENHEIMER & CO. INC. | Bd affiliated wealth | Mar 20, 2009 | Jul 6, 2009 | no | AUSTIN, TX | Previous registration |
| STANFORD GROUP COMPANY | n/a | May 16, 2007 | Mar 19, 2009 | no | AUSTIN, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LIVE OAK INVESTMENT PARTNERS | HARRELL INVESTMENT PARTNERS, LLC | Nov 19, 2021 | May 5, 2022 | 167 | Firm change | RIA to RIA |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | LIVE OAK INVESTMENT PARTNERS | Aug 2, 2021 | Aug 23, 2021 | 21 | Firm change | Ibd to RIA |
| RAYMOND JAMES & ASSOCIATES, INC. | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Dec 23, 2019 | Mar 31, 2020 | 99 | Firm change | Ibd to ibd |
| OPPENHEIMER & CO. INC. | RAYMOND JAMES & ASSOCIATES, INC. | Jul 6, 2009 | Apr 3, 2017 | 2,828 | Firm change after gap | Other |
| STANFORD GROUP COMPANY | OPPENHEIMER & CO. INC. | Mar 19, 2009 | Mar 20, 2009 | 1 | Firm change | Other |