DFX Intelligence
Reading the graph
Reading the graph
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Advisor at R•••••• J•••• • A••••••••• I•••
ST. PETERSBURG, 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 |
|---|---|---|---|---|---|---|
| R•••••• J•••• • A••••••••• I••• | National bd RIA | Jul 10, 2019 | n/a | yes | ST. PETERSBURG, FL | Current employment |
| H•••••• S••••••••• I••• | Bd affiliated wealth | Apr 15, 2016 | Dec 26, 2017 | no | DALLAS, TX|DALLAS, TX |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| H•••••• S••••••••• I••• | R•••••• J•••• • A••••••••• I••• | Dec 26, 2017 | Jul 10, 2019 | 561 | Firm change after gap | Other |
| M••••••• I••••••••• N•••••• I••• | H•••••• S••••••••• I••• | Jan 5, 2015 | Apr 15, 2016 |
| M••••••• I••••••••• N•••••• I••• | Bd affiliated wealth | Jun 16, 2005 | Jan 5, 2015 | no | DALLAS, TX|DALLAS, TX|DALLAS, TX | Previous registration |
| B••• O•• S••••••••• C••••••••• | n/a | Nov 18, 2003 | Jun 1, 2005 | no | MCKINNEY, TX | Previous registration |
| A••••••••• F•••••••• S•••••••• L•• | National bd RIA | Aug 6, 2003 | Sep 19, 2003 | no | DALLAS, TX | Previous registration |
| 466 |
| Firm change after gap |
| Other |
| B••• O•• S••••••••• C••••••••• | M••••••• I••••••••• N•••••• I••• | Jun 1, 2005 | Jun 16, 2005 | 15 | Firm change | Other |
| A••••••••• F•••••••• S•••••••• L•• | B••• O•• S••••••••• C••••••••• | Sep 19, 2003 | Nov 18, 2003 | 60 | Firm change | Other |