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Advisor at RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Nashville, TN
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 | Apr 21, 2025 | n/a | yes | Nashville, TN | Current employment |
| PINNACLE WEALTH ADVISORS | Former SEC adviser | Jun 30, 2016 | May 7, 2025 | no | NASHVILLE, TN | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jan 23, 2012 | Jul 1, 2016 | no | FRANKLIN, TN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PINNACLE WEALTH ADVISORS | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | May 7, 2025 | Apr 21, 2025 | -16 | Firm change | RIA to ibd |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | PINNACLE WEALTH ADVISORS | Jul 1, 2016 | Jun 30, 2016 | -1 | Firm change | Other |