DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at PRIVATE ADVISOR GROUP, LLC
Holly Springs, NC | MORRISTOWN, NJ
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 |
|---|---|---|---|---|---|---|
| PRIVATE ADVISOR GROUP, LLC | Bd affiliated wealth | Aug 28, 2026 | n/a | yes | Holly Springs, NC|MORRISTOWN, NJ | Current employment |
| GOOD LIFE ADVISORS, LLC | Independent wealth | Dec 4, 2024 | Aug 28, 2026 | no | HOLLY SPRINGS, NC|CELEBRATION, FL | Previous registration |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Jun 21, 2012 | Dec 5, 2024 | no | HOLLY SPRINGS, NC | Previous registration |
| EDWARD JONES | National bd RIA | Jan 22, 2008 | Jun 21, 2012 | no | HOLLY SPRINGS, NC|HOLLY SPRINGS, NC|ST LOUIS, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GOOD LIFE ADVISORS, LLC | PRIVATE ADVISOR GROUP, LLC | Aug 28, 2026 | Aug 28, 2026 | 0 | Firm change | RIA to ibd |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | GOOD LIFE ADVISORS, LLC | Dec 5, 2024 | Dec 4, 2024 | -1 | Firm change | Ibd to RIA |
| EDWARD JONES | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Jun 21, 2012 | Jun 21, 2012 | 0 | Firm change | Other |