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Advisor at RAYMOND JAMES & ASSOCIATES, INC.
BOCA RATON, FL
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 & ASSOCIATES, INC. | National bd RIA | Apr 17, 2025 | n/a | yes | BOCA RATON, FL | Current employment |
| DESTINY WEALTH PARTNERS, LLC | Independent wealth | Dec 5, 2023 | Mar 25, 2025 | no | TAVARES, FL | Previous registration |
| STRATEGIC FINANCIAL SERVICES | Independent wealth | Jun 20, 2022 | Aug 2, 2023 | no | UTICA, NY|Boca Raton, FL|Boca Raton, FL | Previous registration |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Nov 4, 2015 | Apr 14, 2022 | no | Orlando, FL|Boston, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| DESTINY WEALTH PARTNERS, LLC | RAYMOND JAMES & ASSOCIATES, INC. | Mar 25, 2025 | Apr 17, 2025 | 23 | Firm change | RIA to ibd |
| STRATEGIC FINANCIAL SERVICES | DESTINY WEALTH PARTNERS, LLC | Aug 2, 2023 | Dec 5, 2023 | 125 | Firm change | RIA to RIA |
| CHARLES SCHWAB & CO., INC. | STRATEGIC FINANCIAL SERVICES | Apr 14, 2022 | Jun 20, 2022 | 67 | Firm change | Ibd to RIA |