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Advisor at RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Oxford, MI | TROY, MI
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 | Oct 20, 2025 | n/a | yes | TROY, MI|Oxford, MI | Current employment |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | May 2, 2024 | Aug 28, 2025 | no | Grosse Pointe Woods, MI|PLANTATION, FL|Grosse Pointe Farms, MI|Troy, MI | Previous registration |
| INTEGRATED WEALTH CONCEPTS LLC | Independent wealth | Dec 4, 2023 | Mar 8, 2024 | no | BLOOMFIELD HILLS, MI | Previous registration |
| STEPHENS CONSULTING, LLC | Former SEC adviser | Aug 8, 2022 | Sep 12, 2023 | no | GROSSE POINTE FARMS, MI|FLINT, MI | Previous registration |
| COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC | Asset manager | May 1, 2010 | Aug 17, 2015 | no | MINNEAPOLIS, MN|GROSSE POINTE FARMS, MI|BOSTON, MA|GROSSE POINTE FARMS, MI | Previous registration |
| BOFA ADVISORS, LLC | Former SEC adviser | Sep 14, 2005 | May 1, 2010 | no | ROYAL OAK, MI|BOSTON, MA|GROSSE POINTE FARMS, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES, LLC | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Aug 28, 2025 | Oct 20, 2025 | 53 | Firm change | Ibd to ibd |
| INTEGRATED WEALTH CONCEPTS LLC | AMERIPRISE FINANCIAL SERVICES, LLC | Mar 8, 2024 | May 2, 2024 | 55 | Firm change | RIA to ibd |
| STEPHENS CONSULTING, LLC | INTEGRATED WEALTH CONCEPTS LLC | Sep 12, 2023 | Dec 4, 2023 | 83 | Firm change | RIA to RIA |
| COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC | STEPHENS CONSULTING, LLC | Aug 17, 2015 | Aug 8, 2022 | 2,548 | Firm change after gap | Other |
| BOFA ADVISORS, LLC | COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC | May 1, 2010 | May 1, 2010 | 0 | Bulk transfer | Other |