Matheson Dain Ladd is an investment adviser representative (IAR) with state registration records since 2023, appearing at 2 firms. Currently registered with RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.
| Firm | From | To | Current |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 2025-01-17 | present | Yes |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2023-11-03 | 2024-12-23 | — |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 2023-08-29 | 2023-10-31 | — |