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Advisor at ZACKS INVESTMENT MANAGEMENT, INC.
CHICAGO, IL
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 |
|---|---|---|---|---|---|---|
| ZACKS INVESTMENT MANAGEMENT, INC. | Mixed wealth | Jun 4, 2026 | n/a | yes | CHICAGO, IL | Current employment |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Jan 29, 2026 | May 20, 2026 | no | Rochester, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | ZACKS INVESTMENT MANAGEMENT, INC. | May 20, 2026 | Jun 4, 2026 | 15 | Firm change | Ibd to RIA |