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Advisor at RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LAKELAND, 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 FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Oct 22, 2019 | n/a | yes | LAKELAND, FL | Current employment |
| TRUIST ADVISORY SERVICES, INC. | Bd affiliated wealth | Aug 19, 2016 | Oct 21, 2019 | no | LAKELAND, FL|LAKELAND, FL | Previous registration |
| SUNTRUST INVESTMENT SERVICES, INC. | Former SEC adviser | Apr 25, 1996 | Dec 31, 2016 | no | LAKELAND, FL|LAKELAND, FL|WINTER HAVEN, FL|LAKELAND, FL|LAKELAND, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRUIST ADVISORY SERVICES, INC. | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Oct 21, 2019 | Oct 22, 2019 | 1 | Firm change | Ibd to ibd |
| SUNTRUST INVESTMENT SERVICES, INC. | TRUIST ADVISORY SERVICES, INC. | Dec 31, 2016 | Aug 19, 2016 | -134 | Bulk transfer | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 283390:149018:FL:2019-10-21 | Oct 21, 2019 | Oct 22, 2019 | LAKELAND, FL | Firm change |