DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Jacksonville, FL | Ponte Vedra Beach, FL
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 15, 2024 | n/a | yes | Jacksonville, FL|Ponte Vedra Beach, FL | Current employment |
| TRUIST ADVISORY SERVICES, INC. | Bd affiliated wealth | Feb 17, 2021 | May 24, 2024 | no | PONTE VEDRA BEACH, FL | Previous registration |
| BB&T SECURITIES, LLC | Former SEC adviser | Jan 2, 2013 | Feb 17, 2021 | no | PONTE VEDRA BEACH, FL|RICHMOND, VA | Previous registration |
| SCOTT & STRINGFELLOW, LLC | Former SEC adviser | Dec 17, 2012 | Jan 2, 2013 | no | PONTE VEDRA BEACH, FL | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Mar 30, 2007 | Dec 13, 2012 | no | PONTE VEDRA, FL|PONTE VEDRA BEACH, FL|JACKSONVILLE, FL|PONTE VEDRA BEACH, FL|JACKSONVILLE, FL|PONTE VEDRA BEACH, FL|JACKSONVILLE, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRUIST ADVISORY SERVICES, INC. | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | May 24, 2024 | May 15, 2024 | -9 | Firm change | Ibd to ibd |
| BB&T SECURITIES, LLC | TRUIST ADVISORY SERVICES, INC. | Feb 17, 2021 | Feb 17, 2021 | 0 | Bulk transfer | Ibd to ibd |
| SCOTT & STRINGFELLOW, LLC | BB&T SECURITIES, LLC | Jan 2, 2013 | Jan 2, 2013 | 0 | Bulk transfer | Other |
| WELLS FARGO ADVISORS | SCOTT & STRINGFELLOW, LLC | Dec 13, 2012 | Dec 17, 2012 | 4 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 283390:149018:FL:2024-05-17 | May 24, 2024 | May 15, 2024 | PONTE VEDRA BEACH, FL | Firm change |