Financial advisor
Connie Gilderhus
Now at Raymond James Financial Services · Harris Wealth Partners · Rochester, NY
Registered as CONNIE LYNN GILDERHUS
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| Harris Wealth Partners | Commonwealth | Raymond James Financial Services | Lateral | September 22, 2026 | $500M |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Investment adviser | August 3, 2026 | Current |
| COMMONWEALTH FINANCIAL NETWORK | Investment adviser | March 31, 2025 | August 17, 2026 |
| COMMONWEALTH FINANCIAL NETWORK | Broker-dealer | March 31, 2025 | August 17, 2026 |
| OSAIC WEALTH, INC. | Investment adviser | October 11, 2024 | April 7, 2025 |
| OSAIC WEALTH, INC. | Broker-dealer | October 11, 2024 | April 7, 2025 |
| AMERICAN PORTFOLIOS ADVISORS, INC | Investment adviser | October 25, 2021 | October 11, 2024 |
| AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. | Broker-dealer | July 7, 2020 | October 11, 2024 |
| MML INVESTORS SERVICES, LLC | Broker-dealer | March 25, 2017 | July 7, 2020 |
| MSI FINANCIAL SERVICES, INC. | Broker-dealer | April 15, 2011 | March 25, 2017 |
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.