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Advisor at RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Poulsbo, WA
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 23, 2025 | n/a | yes | Poulsbo, WA | Current employment |
| USA FINANCIAL SECURITIES LLC | Independent wealth | Mar 25, 2020 | Oct 24, 2025 | no | ADA, MI|Poulsbo, WA|Seattle, WA|Poulsbo, WA | Previous registration |
| CREATIVEONE WEALTH, LLC | Independent wealth | Apr 9, 2018 | Mar 25, 2020 | no | BAINBRIDGE, WA|OVERLAND PARK, KS|Seattle, WA | Previous registration |
| LIFEPRO ASSET MANAGEMENT | Former SEC adviser | Aug 17, 2017 | Feb 19, 2018 | no | Seattle, WA | Previous registration |
| OVERRIDGE WEALTH ADVISORS | Independent wealth | Jul 1, 2013 | Oct 8, 2014 | no | FORT WORTH, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| USA FINANCIAL SECURITIES LLC | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Oct 24, 2025 | Oct 23, 2025 | -1 | Firm change | RIA to ibd |
| CREATIVEONE WEALTH, LLC | USA FINANCIAL SECURITIES LLC | Mar 25, 2020 | Mar 25, 2020 | 0 | Firm change | RIA to RIA |
| LIFEPRO ASSET MANAGEMENT | CREATIVEONE WEALTH, LLC | Feb 19, 2018 | Apr 9, 2018 | 49 | Firm change | RIA to RIA |
| OVERRIDGE WEALTH ADVISORS | LIFEPRO ASSET MANAGEMENT | Oct 8, 2014 | Aug 17, 2017 | 1,044 | Firm change after gap | Other |