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Advisor at RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LAMBERTVILLE, NJ | Yardley, PA
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 | Feb 20, 2024 | n/a | yes | LAMBERTVILLE, NJ|Yardley, PA | Current employment |
| JANNEY MONTGOMERY SCOTT LLC | Bd affiliated wealth | Mar 13, 2014 | Feb 23, 2024 | no | Yardley, PA | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Dec 18, 2007 | Mar 15, 2014 | no | PRINCETON, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| JANNEY MONTGOMERY SCOTT LLC | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Feb 23, 2024 | Feb 20, 2024 | -3 | Firm change | Ibd to ibd |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | JANNEY MONTGOMERY SCOTT LLC | Mar 15, 2014 | Mar 13, 2014 | -2 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 463:149018:PA:2024-02-23 | Feb 23, 2024 | Feb 20, 2024 | YARDLEY, PA | Firm change |