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Advisor at 1808 CAPITAL PARTNERS
GREENSBORO, NC
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 |
|---|---|---|---|---|---|---|
| 1808 CAPITAL PARTNERS | Independent wealth | Nov 15, 2024 | n/a | yes | GREENSBORO, NC | Current employment |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Jan 2, 2009 | Nov 7, 2024 | no | WINSTON SALEM, NC|WINSTON-SALEM, NC|Winston Salem, NC | Previous registration |
| RAYMOND JAMES FINANCIAL SERVICES, INC. | n/a | Jun 8, 2004 | Jan 2, 2009 | no | WINSTON-SALEM, NC|WINSTON-SALEM, NC|WINSTON-SALEM, NC|Greensboro, NC|Winston Salem, NC | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Dec 31, 2001 | Dec 15, 2003 | no | WINSTON - SALEM, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 1808 CAPITAL PARTNERS | Nov 7, 2024 | Nov 15, 2024 | 8 | Firm change | Ibd to new firm |
| RAYMOND JAMES FINANCIAL SERVICES, INC. | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Jan 2, 2009 | Jan 2, 2009 | 0 | Bulk transfer | Other |
| UBS FINANCIAL SERVICES INC. | RAYMOND JAMES FINANCIAL SERVICES, INC. | Dec 15, 2003 | Jun 8, 2004 | 176 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 149018:332702:NC:2024-11-07 | Nov 7, 2024 | Nov 15, 2024 | WINSTON SALEM, NC | Firm change |