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Advisor at RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Harrisburg, NC | SAINT 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 |
|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Jul 24, 2025 | n/a | yes | SAINT PETERSBURG, FL|Harrisburg, NC | Current employment |
| JANNEY MONTGOMERY SCOTT LLC | Bd affiliated wealth | Feb 7, 2020 | May 9, 2025 | no | Charlotte, NC|PHILADELPHIA, PA|Charlotte, NC | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Jan 9, 2013 | Feb 10, 2020 | no | HUNTERSVILLE, NC|HUNTERSVILLE, NC|MOORESVILLE, NC|CHARLOTTE, NC|CHARLOTTE, NC|ST. LOUIS, MO|CHARLOTTE, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| JANNEY MONTGOMERY SCOTT LLC | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | May 9, 2025 | Jul 24, 2025 | 76 | Firm change | Ibd to ibd |
| WELLS FARGO ADVISORS | JANNEY MONTGOMERY SCOTT LLC | Feb 10, 2020 | Feb 7, 2020 | -3 | Firm change | Wirehouse to ibd |