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RIA / WealthAdvisordual registered (broker-dealer)15 years in industry

PAUL ANTHONY MILNES

Advisor at RAYMOND JAMES & ASSOCIATES, INC.

DEVON, PA

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Search this name across graphsid dfx:ria:117b5a4a-320e-dc25-ab79-afe3ad1279dd

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:41 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jun 27, 2011 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: RAYMOND JAMES & ASSOCIATES, INC.
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 25, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Jun 25, 2011
First registration: Jun 27, 2011
Dual registered: yes, broker-dealer
IAPD individual key: 5932012

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
RAYMOND JAMES & ASSOCIATES, INC.	National bd RIA	Jul 15, 2025	n/a	yes	DEVON, PA	Current employment
WELLS FARGO ADVISORS	Wirehouse	Jan 7, 2016	Jul 21, 2025	no	RADNOR, PA\|WAYNE, PA\|RADNOR, PA\|RADNOR, PA	Previous registration
CREDIT SUISSE SECURITIES (USA) LLC	Former SEC adviser	Feb 5, 2015	Feb 2, 2016	no	WEST CONSHOHOCKEN, PA	Previous registration
PERSIMMON CAPITAL MANAGEMENT LP	Former SEC adviser	Apr 9, 2014	Jan 14, 2015	no	BLUE BELL, PA	Previous registration
DEWITT CAPITAL MANAGEMENT	Independent wealth	Jun 27, 2011	Apr 25, 2013	no	COLLEGEVILLE, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WELLS FARGO ADVISORS	RAYMOND JAMES & ASSOCIATES, INC.	Jul 21, 2025	Jul 15, 2025	-6	Firm change	Wirehouse to ibd
CREDIT SUISSE SECURITIES (USA) LLC	WELLS FARGO ADVISORS	Feb 2, 2016	Jan 7, 2016	-26	Firm change	Other
PERSIMMON CAPITAL MANAGEMENT LP	CREDIT SUISSE SECURITIES (USA) LLC	Jan 14, 2015	Feb 5, 2015	22	Firm change	Other
DEWITT CAPITAL MANAGEMENT	PERSIMMON CAPITAL MANAGEMENT LP	Apr 25, 2013	Apr 9, 2014	349	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
816:19616:PA:2016-02-02	Feb 2, 2016	Jan 7, 2016	WEST CONSHOHOCKEN, PA	Firm change

Relationships

Registered with (5)

→ RAYMOND JAMES & ASSOCIATES, INC.Registered adviserregistration: current employment
Jul 15, 2025 to presentfactForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jan 7, 2016 to Jul 21, 2025factForm ADV
→ CREDIT SUISSE SECURITIES (USA) LLCRegistered adviserregistration: previous registration
Feb 5, 2015 to Feb 2, 2016factForm ADV
→ PERSIMMON CAPITAL MANAGEMENT LPRegistered adviserregistration: previous registration
Apr 9, 2014 to Jan 14, 2015factForm ADV
→ DEWITT CAPITAL MANAGEMENTRegistered adviserregistration: previous registration
Jun 27, 2011 to Apr 25, 2013factForm ADV

Dated events

Occurred
Jul 21, 2025
Advisor changed firm
Paul Anthony Milnes left Wells Fargo Advisors for Raymond James & Associates, Inc. (registered 2025-07-15)
Form ADVobserved 5 days ago