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Advisor at RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Dayton, OH
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 16, 2026 | n/a | yes | Dayton, OH | Current employment |
| WEALTHBUILDERS INVESTMENTS | Independent wealth | Jan 21, 2025 | Sep 5, 2025 | no | GREENWOOD VILLAGE, CO | Previous registration |
| WEALTHBUILDERS INVESTMENTS | Independent wealth | Mar 24, 2024 | Dec 31, 2024 | no | GREENWOOD VILLAGE, CO|Englewood, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WEALTHBUILDERS INVESTMENTS | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Sep 5, 2025 | Mar 16, 2026 | 192 | Firm change | RIA to ibd |