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Advisor at RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Watkinsville, GA
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 30, 2020 | n/a | yes | Watkinsville, GA | Current employment |
| RAYMOND JAMES & ASSOCIATES, INC. | National bd RIA | Feb 13, 2013 | Oct 9, 2020 | no | ATHENS, GA|Athens, GA | Previous registration |
| MORGAN KEEGAN & COMPANY, LLC | Former SEC adviser | Jan 16, 2008 | Feb 13, 2013 | no | ATHENS, GA | Previous registration |
| A. G. EDWARDS & SONS, INC. | n/a | Jul 23, 2004 | Jan 16, 2008 | no | ATHENS, GA|ATHENS, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES, INC. | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Oct 9, 2020 | Oct 30, 2020 | 21 | Firm change | Ibd to ibd |
| MORGAN KEEGAN & COMPANY, LLC | RAYMOND JAMES & ASSOCIATES, INC. | Feb 13, 2013 | Feb 13, 2013 | 0 | Bulk transfer | Other |
| A. G. EDWARDS & SONS, INC. | MORGAN KEEGAN & COMPANY, LLC | Jan 16, 2008 | Jan 16, 2008 | 0 | Firm change | Other |