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Advisor at RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Madison, MS
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 | Sep 5, 2025 | n/a | yes | Madison, MS | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Jul 5, 2011 | Sep 11, 2025 | no | MADISON, MS|JACKSON, MS | Previous registration |
| UVEST FINANCIAL SERVICES GROUP, INC. | n/a | Nov 12, 2008 | Jul 5, 2011 | no | CHARLOTTE, NC|JACKSON, MS | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Sep 11, 2025 | Sep 5, 2025 | -6 | Firm change | Ibd to ibd |
| UVEST FINANCIAL SERVICES GROUP, INC. | LPL FINANCIAL LLC | Jul 5, 2011 | Jul 5, 2011 | 0 | Bulk transfer | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 6413:149018:MS:2025-09-11 | Sep 11, 2025 | Sep 5, 2025 | JACKSON, MS | Firm change |