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Advisor at RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Blacksburg, VA | Vinton, VA | ROANOKE, VA | Salem, VA | Roanoke, VA | LYNCHBURG, 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 |
|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Dec 3, 2024 | n/a | yes | Roanoke, VA|Vinton, VA|Blacksburg, VA|Salem, VA|LYNCHBURG, VA|Roanoke, VA|ROANOKE, VA | Current employment |
| LEVEL FOUR ADVISORY SERVICES | Bd affiliated wealth | Apr 10, 2023 | Dec 3, 2024 | no | MILTON, GA|ROANOKE, VA | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Dec 12, 2022 | Mar 20, 2023 | no | ROANOKE, VA|CELEBRATION, FL|Roanoke, VA | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Jan 25, 2018 | Jan 13, 2021 | no | ROANOKE, VA|CHRISTIANSBURG, VA|SALEM, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LEVEL FOUR ADVISORY SERVICES | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Dec 3, 2024 | Dec 3, 2024 | 0 | Firm change | Ibd to ibd |
| LPL FINANCIAL LLC | LEVEL FOUR ADVISORY SERVICES | Mar 20, 2023 | Apr 10, 2023 | 21 | Firm change | Ibd to ibd |
| WELLS FARGO ADVISORS | LPL FINANCIAL LLC | Jan 13, 2021 | Dec 12, 2022 | 698 | Firm change after gap | Wirehouse to RIA |