Financial advisor
Ben Burklow
Now at Raymond James Financial Services · Seven Arrows Wealth · Parsippany, NJ
Registered as BENJAMIN TODD BURKLOW
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| Seven Arrows Wealth | Ameriprise Independent Advisors | Raymond James Financial Services | Lateral | August 4, 2026 | $250M |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Investment adviser | April 20, 2026 | Current |
| RAYMOND JAMES FINANCIAL SERVICES, INC. | Broker-dealer | April 20, 2026 | Current |
| AMERIPRISE FINANCIAL SERVICES, LLC | Investment adviser | April 25, 2007 | April 24, 2026 |
| AMERIPRISE FINANCIAL SERVICES, LLC | Broker-dealer | January 1, 2007 | April 24, 2026 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.