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Advisor at TANDEM INVESTMENT ADVISORS INC
CHARLESTON, SC
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 |
|---|---|---|---|---|---|---|
| TANDEM INVESTMENT ADVISORS INC | Independent wealth | Jul 19, 2023 | n/a | yes | CHARLESTON, SC | Current employment |
| RAYMOND JAMES & ASSOCIATES, INC. | National bd RIA | Jun 27, 2017 | Apr 17, 2023 | no | ST. PETERSBURG, FL | Previous registration |
| EDWARD JONES | National bd RIA | Nov 22, 2016 | Feb 8, 2017 | no | Wesley Chapel, FL|ST LOUIS, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES, INC. | TANDEM INVESTMENT ADVISORS INC | Apr 17, 2023 | Jul 19, 2023 | 93 | Firm change | Ibd to RIA |
| EDWARD JONES | RAYMOND JAMES & ASSOCIATES, INC. | Feb 8, 2017 | Jun 27, 2017 | 139 | Firm change | Ibd to ibd |