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Advisor at RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Lake Oswego, OR
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 4, 2026 | n/a | yes | Lake Oswego, OR | Current employment |
| STIFEL INDEPENDENT ADVISORS, LLC | Bd affiliated wealth | Nov 8, 2022 | May 6, 2026 | no | LAKE OSWEGO, OR|ST. LOUIS, MO | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Dec 14, 2017 | Nov 14, 2022 | no | LAKE OSWEGO, OR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STIFEL INDEPENDENT ADVISORS, LLC | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | May 6, 2026 | May 4, 2026 | -2 | Firm change | Ibd to ibd |
| WELLS FARGO ADVISORS | STIFEL INDEPENDENT ADVISORS, LLC | Nov 14, 2022 | Nov 8, 2022 | -6 | Firm change | Wirehouse to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 11025:28218:OR:2022-11-14 | Nov 14, 2022 | Nov 8, 2022 | LAKE OSWEGO, OR | Firm change |