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Advisor at RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
BELTON, 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 |
|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Jun 22, 2018 | n/a | yes | BELTON, TX | Current employment |
| PNC MANAGED ACCOUNT SOLUTIONS, INC. | Former SEC adviser | Oct 8, 2013 | Jun 25, 2018 | no | BELTON, TX | Previous registration |
| USAA FINANCIAL PLANNING SERVICES | Former SEC adviser | May 13, 2010 | May 8, 2013 | no | SAN ANTONIO, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PNC MANAGED ACCOUNT SOLUTIONS, INC. | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Jun 25, 2018 | Jun 22, 2018 | -3 | Firm change | Ibd to ibd |
| USAA FINANCIAL PLANNING SERVICES | PNC MANAGED ACCOUNT SOLUTIONS, INC. | May 8, 2013 | Oct 8, 2013 | 153 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 110476:149018:TX:2018-06-12 | Jun 25, 2018 | Jun 22, 2018 | BELTON, TX | Firm change |