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Advisor at MANNING & NAPIER ADVISORS, LLC
BELLEAIR BLUFFS, FL | FAIRPORT, NY | St. Petersburg, 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 |
|---|---|---|---|---|---|---|
| MANNING & NAPIER ADVISORS, LLC | Mixed wealth | Aug 27, 2026 | n/a | yes | St. Petersburg, FL|St. Petersburg, FL|FAIRPORT, NY | Current employment |
| BELLEAIR WEALTH MANAGEMENT, LLC | Independent wealth | Jan 2, 2025 | n/a | yes | BELLEAIR BLUFFS, FL | Current employment |
| MERCER GLOBAL ADVISORS INC. | Independent wealth | Aug 29, 2018 | Aug 18, 2021 | no | Clearwater, FL | Previous registration |
| RAYMOND JAMES & ASSOCIATES, INC. | National bd RIA | Jun 26, 2008 | Jul 20, 2018 | no | WICHITA, KS|ST. PETERSBURG, FL|ST. PETERSBURG, FL|ST. PETERSBURG, FL|ST. PETERSBURG, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC. | BELLEAIR WEALTH MANAGEMENT, LLC | Aug 18, 2021 | Jan 2, 2025 | 1,233 | Firm change after gap | RIA to RIA |
| RAYMOND JAMES & ASSOCIATES, INC. | MERCER GLOBAL ADVISORS INC. | Jul 20, 2018 | Aug 29, 2018 | 40 | Firm change | Ibd to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 705:147363:FL:2018-07-20 | Jul 20, 2018 | Aug 29, 2018 | ST PETERSBURG, FL | Firm change |