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Advisor at CARY STREET PARTNERS
Glen Allen, VA
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 |
|---|---|---|---|---|---|---|
| CARY STREET PARTNERS | Bd affiliated wealth | Sep 22, 2022 | n/a | yes | Glen Allen, VA | Current employment |
| DIXON, HUBARD, FEINOUR & BROWN, INC. | Former SEC adviser | Sep 8, 2021 | Sep 22, 2022 | no | Glen Allen, VA | Previous registration |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Nov 22, 2017 | Oct 5, 2021 | no | HENRICO, VA|Glen Allen, VA | Previous registration |
| SIMA RETIREMENT SOLUTIONS, LLC | No RAUM reported | Feb 15, 2017 | Sep 19, 2017 | no | RICHMOND, VA | Previous registration |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | May 22, 2013 | Aug 2, 2016 | no | HENRICO, VA|RICHMOND, VA | Previous registration |
| AMERITAS ADVISORY SERVICES | Former SEC adviser | May 7, 2010 | Dec 5, 2012 | no | RICHMOND, VA|CINCINNATI, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| DIXON, HUBARD, FEINOUR & BROWN, INC. | CARY STREET PARTNERS | Sep 22, 2022 | Sep 22, 2022 | 0 | Firm change | RIA to ibd |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | DIXON, HUBARD, FEINOUR & BROWN, INC. | Oct 5, 2021 | Sep 8, 2021 | -27 | Firm change | Ibd to RIA |
| SIMA RETIREMENT SOLUTIONS, LLC | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Sep 19, 2017 | Nov 22, 2017 | 64 | Firm change | Other |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | SIMA RETIREMENT SOLUTIONS, LLC | Aug 2, 2016 | Feb 15, 2017 | 197 | Firm change | Other |
| AMERITAS ADVISORY SERVICES | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Dec 5, 2012 | May 22, 2013 | 168 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 110777:128545:VA:2022-09-15 | Sep 22, 2022 | Sep 22, 2022 | GLEN ALLEN, VA | Firm change |