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Advisor at RAYMOND JAMES & ASSOCIATES, INC.
Annapolis, MD
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 & ASSOCIATES, INC. | National bd RIA | Jul 29, 2026 | n/a | yes | Annapolis, MD | Current employment |
| EDWARD JONES | National bd RIA | Jan 20, 2026 | Mar 16, 2026 | no | ST. LOUIS, MO|Davidsonville, MD|DAVIDSONVILLE, MD | Previous registration |
| OSAIC WEALTH, INC. | Bd affiliated wealth | Jan 24, 2025 | Sep 15, 2025 | no | ELLICOTT CITY, MD | Previous registration |
| OSAIC FA, INC. | Former SEC adviser | Jan 3, 2025 | Jan 24, 2025 | no | ANNAPOLIS, MD|ELLICOTT CITY, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EDWARD JONES | RAYMOND JAMES & ASSOCIATES, INC. | Mar 16, 2026 | Jul 29, 2026 | 135 | Firm change | Ibd to ibd |
| OSAIC WEALTH, INC. | EDWARD JONES | Sep 15, 2025 | Jan 20, 2026 | 127 | Firm change | Ibd to ibd |
| OSAIC FA, INC. | OSAIC WEALTH, INC. | Jan 24, 2025 | Jan 24, 2025 | 0 | Bulk transfer | Ibd to ibd |