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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 | Apr 5, 2017 | Nov 8, 2024 | no | GREENSBORO, NC | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Dec 31, 2001 | Mar 10, 2017 | no | GREENSBORO, NC|GREENSBORO, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 1808 CAPITAL PARTNERS | Nov 8, 2024 | Nov 15, 2024 | 7 | Firm change | Ibd to new firm |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Mar 10, 2017 | Apr 5, 2017 | 26 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 149018:332702:NC:2024-11-07 | Nov 8, 2024 | Nov 15, 2024 | GREENSBORO, NC | Firm change |
| 7691:149018:NC:2017-03-10 | Mar 10, 2017 | Apr 5, 2017 | GREENSBORO, NC | Firm change |