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Advisor at RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Dundee, MI
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 | Jun 19, 2025 | n/a | yes | Dundee, MI | Current employment |
| COMMONWEALTH FINANCIAL NETWORK | National bd RIA | May 24, 2016 | Jun 20, 2025 | no | Dundee, MI|WALTHAM, MA|Adrian, MI|Monroe, MI | Previous registration |
| EDWARD JONES | National bd RIA | Sep 6, 2007 | May 23, 2016 | no | ST LOUIS, MO|DUNDEE, MI|MONROE, MI|MILAN, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Jun 20, 2025 | Jun 19, 2025 | -1 | Firm change | Ibd to ibd |
| EDWARD JONES | COMMONWEALTH FINANCIAL NETWORK | May 23, 2016 | May 24, 2016 | 1 | Firm change | Ibd to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 8032:149018:MI:2025-06-20 | Jun 20, 2025 | Jun 19, 2025 | MONROE, MI | Firm change |