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Advisor at RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
SAINT PETERSBURG, FL | Hubert, NC
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 | Jan 21, 2026 | n/a | yes | Hubert, NC|SAINT PETERSBURG, FL | Current employment |
| RAYMOND JAMES & ASSOCIATES, INC. | National bd RIA | Oct 24, 2022 | Dec 31, 2025 | no | Wilmington, NC|ST. PETERSBURG, FL|Hubert, NC | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Oct 22, 2020 | Jul 5, 2022 | no | NEW YORK, NY|WHITEFISH, MT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES, INC. | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Dec 31, 2025 | Jan 21, 2026 | 21 | Bulk transfer | Ibd to ibd |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | RAYMOND JAMES & ASSOCIATES, INC. | Jul 5, 2022 | Oct 24, 2022 | 111 | Firm change | Wirehouse to ibd |