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Advisor at RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Evansville, IN | Louisville, KY
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 | Nov 18, 2024 | n/a | yes | Louisville, KY|Evansville, IN | Current employment |
| CWM, LLC | Bd affiliated wealth | Dec 16, 2021 | Nov 18, 2024 | no | Evansville, IN|OMAHA, NE | Previous registration |
| WEINZAPFEL WEALTH ADVISORS, INC | n/a | Feb 15, 2013 | Jun 5, 2024 | no | EVANSVILLE, IN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CWM, LLC | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Nov 18, 2024 | Nov 18, 2024 | 0 | Firm change | Ibd to ibd |
| WEINZAPFEL WEALTH ADVISORS, INC | CWM, LLC | Jun 5, 2024 | Dec 16, 2021 | -902 | Firm change after gap | Other |