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Advisor at RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Evergreen, CO
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 | Sep 4, 2025 | n/a | yes | Evergreen, CO | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Jun 21, 2013 | Sep 25, 2025 | no | EVERGREEN, CO | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Dec 3, 2010 | Jun 21, 2013 | no | EVERGREEN, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Sep 25, 2025 | Sep 4, 2025 | -21 | Firm change | Wirehouse to ibd |
| WELLS FARGO ADVISORS | WELLS FARGO ADVISORS | Jun 21, 2013 | Jun 21, 2013 | 0 | Channel change | Wirehouse to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 11025:149018:CO:2025-09-25 | Sep 25, 2025 | Sep 4, 2025 | EVERGREEN, CO | Firm change |