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Advisor at RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Corvallis, OR
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 | Mar 2, 2021 | n/a | yes | Corvallis, OR | Current employment |
| SECURITY FIRST ADVISORS CORVALLIS, INC. | n/a | May 15, 2015 | Feb 22, 2021 | no | CORVALLIS, OR | Previous registration |
| GENEOS WEALTH MANAGEMENT, INC. | Bd affiliated wealth | Jan 7, 2011 | Mar 1, 2021 | no | CORVALLIS, OR|Bend, OR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GENEOS WEALTH MANAGEMENT, INC. | SECURITY FIRST ADVISORS CORVALLIS, INC. | Mar 1, 2021 | May 15, 2015 | -2,117 | Firm change after gap | Other |
| SECURITY FIRST ADVISORS CORVALLIS, INC. | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Feb 22, 2021 | Mar 2, 2021 | 8 | Firm change | Other |