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Advisor at RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Medina, MN
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 | May 11, 2023 | n/a | yes | Medina, MN | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Jan 3, 2011 | May 19, 2023 | no | WAYZATA, MN|BLOOMINGTON, MN|MEDINA, MN|WAYZATA, MN|BLOOMINGTON, MN|WAYZATA, MN | Previous registration |
| WELLS FARGO INVESTMENTS, LLC | n/a | Dec 17, 2004 | Jan 3, 2011 | no | WAYZATA, MN|WAYZATA, MN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | May 19, 2023 | May 11, 2023 | -8 | Firm change | Wirehouse to ibd |
| WELLS FARGO INVESTMENTS, LLC | WELLS FARGO ADVISORS | Jan 3, 2011 | Jan 3, 2011 | 0 | Bulk transfer | Other |