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Advisor at RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Leesburg, 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 | Apr 3, 2023 | n/a | yes | Leesburg, GA | Current employment |
| RAYMOND JAMES & ASSOCIATES, INC. | National bd RIA | Dec 10, 2015 | Apr 3, 2023 | no | ALBANY, GA | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jul 1, 2015 | Oct 21, 2015 | no | ALBANY, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES, INC. | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Apr 3, 2023 | Apr 3, 2023 | 0 | Firm change | Ibd to ibd |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | RAYMOND JAMES & ASSOCIATES, INC. | Oct 21, 2015 | Dec 10, 2015 | 50 | Firm change | Wirehouse to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 705:149018:GA:2023-04-03 | Apr 3, 2023 | Apr 3, 2023 | ALBANY, GA | Firm change |
| 7691:705:GA:2015-10-21 | Oct 21, 2015 | Dec 10, 2015 | ALBANY, GA | Firm change |