DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
BLUE BELL, PA | Fort Washington, 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 | Sep 15, 2026 | n/a | yes | Fort Washington, PA | Current employment |
| JANNEY MONTGOMERY SCOTT LLC | Bd affiliated wealth | Mar 12, 2018 | n/a | yes | BLUE BELL, PA | Current employment |
| OPPENHEIMER & CO. INC. | Bd affiliated wealth | Feb 13, 2015 | Jan 12, 2018 | no | WARRINGTON, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| OPPENHEIMER & CO. INC. | JANNEY MONTGOMERY SCOTT LLC | Jan 12, 2018 | Mar 12, 2018 | 59 | Firm change | Other |