DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
TAMPA, FL | Clearwater, 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 | Aug 12, 2009 | n/a | yes | TAMPA, FL|Clearwater, FL | Current employment |
| LEGACY WEALTH ADVISORS, LLC | n/a | Jan 1, 2003 | Sep 10, 2009 | no | TAMPA, FL | Previous registration |
| RAYMOND JAMES & ASSOCIATES, INC. | National bd RIA | Jul 17, 1998 | Aug 30, 2002 | no | TAMPA, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LEGACY WEALTH ADVISORS, LLC | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Sep 10, 2009 | Aug 12, 2009 | -29 | Firm change | Other |
| RAYMOND JAMES & ASSOCIATES, INC. | LEGACY WEALTH ADVISORS, LLC | Aug 30, 2002 | Jan 1, 2003 | 124 | Firm change | Other |