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Advisor at RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MELBOURNE, FL
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 | Jul 27, 2018 | n/a | yes | MELBOURNE, FL | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Jan 1, 2008 | Jul 30, 2018 | no | MELBOURNE, FL|MERRITT ISLAND, FL | Previous registration |
| A. G. EDWARDS & SONS, INC. | n/a | Feb 12, 1996 | Jan 1, 2008 | no | MERRITT ISLAND, FL|MERRITT ISLAND, FL|ST. LOUIS, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Jul 30, 2018 | Jul 27, 2018 | -3 | Firm change | Wirehouse to ibd |
| A. G. EDWARDS & SONS, INC. | WELLS FARGO ADVISORS | Jan 1, 2008 | Jan 1, 2008 | 0 | Bulk transfer | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 19616:149018:FL:2018-07-30 | Jul 30, 2018 | Jul 27, 2018 | MERRITT ISLAND, FL | Firm change |