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RIA / WealthAdvisorChartered Financial Consultantdual registered (broker-dealer)27 years in industry

Andrew Richard Staley

Advisor at RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Nampa, ID | Meridian, ID | Boise, ID

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Search this name across graphsid dfx:ria:19448b9f-00dc-30f2-b463-e32c50753513

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:31 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 2
On other graphs: 0
Observed: Jan 11, 2007 to Sep 15, 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 FINANCIAL SERVICES ADVISORS, INC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 19, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Consultant
Exams: S66|S63
First exam: Apr 19, 1999
First registration: Jan 11, 2007
Dual registered: yes, broker-dealer
IAPD individual key: 3181506

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 FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Jul 31, 2025	n/a	yes	Nampa, ID\|Meridian, ID\|Boise, ID	Current employment
AVANTAX ADVISORY SERVICES	Former SEC adviser	Jun 8, 2023	Jul 22, 2025	no	DALLAS, TX\|Boise, ID\|Medford, OR	Previous registration
CETERA INVESTMENT ADVISERS LLC	Bd affiliated wealth	Mar 1, 2021	Jun 14, 2023	no	Meridian, ID	Previous registration
CUNA BROKERAGE SERVICES, INC.	Former SEC adviser	Aug 14, 2020	Feb 19, 2021	no	Boise, ID\|WAVERLY, IA	Previous registration
CETERA INVESTMENT ADVISERS LLC	Bd affiliated wealth	Jan 11, 2019	Mar 16, 2020	no	MEDFORD, OR	Previous registration
CUSO FINANCIAL SERVICES, L.P.	Former SEC adviser	Jan 7, 2011	Jan 14, 2019	no	SAN DIEGO, CA\|CHEYENNE, WY\|MEDFORD, OR	Previous registration
USAA FINANCIAL PLANNING SERVICES	Former SEC adviser	Aug 25, 2010	Sep 30, 2010	no	COLORADO SPRINGS, CO	Previous registration
CUSO FINANCIAL SERVICES, L.P.	Former SEC adviser	Jan 11, 2007	Apr 12, 2010	no	MEDFORD, OR\|MEDFORD, OR\|ASHLAND, OR\|MEDFORD, OR	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
AVANTAX ADVISORY SERVICES	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Jul 22, 2025	Jul 31, 2025	9	Firm change	Ibd to ibd
CETERA INVESTMENT ADVISERS LLC	AVANTAX ADVISORY SERVICES	Jun 14, 2023	Jun 8, 2023	-6	Firm change	Ibd to ibd
CUNA BROKERAGE SERVICES, INC.	CETERA INVESTMENT ADVISERS LLC	Feb 19, 2021	Mar 1, 2021	10	Firm change	Ibd to ibd
CETERA INVESTMENT ADVISERS LLC	CUNA BROKERAGE SERVICES, INC.	Mar 16, 2020	Aug 14, 2020	151	Firm change	Ibd to ibd
CUSO FINANCIAL SERVICES, L.P.	CETERA INVESTMENT ADVISERS LLC	Jan 14, 2019	Jan 11, 2019	-3	Firm change	Ibd to ibd
USAA FINANCIAL PLANNING SERVICES	CUSO FINANCIAL SERVICES, L.P.	Sep 30, 2010	Jan 7, 2011	99	Firm change	Other
CUSO FINANCIAL SERVICES, L.P.	USAA FINANCIAL PLANNING SERVICES	Apr 12, 2010	Aug 25, 2010	135	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
42132:105644:OR:2019-01-14	Jan 14, 2019	Jan 11, 2019	MEDFORD, OR	Firm change

Relationships

Registered with (6)

→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: current employment
Jul 31, 2025 to presentfactForm ADV
→ AVANTAX ADVISORY SERVICESRegistered adviserregistration: previous registration
Jun 8, 2023 to Jul 22, 2025factForm ADV
→ CETERA INVESTMENT ADVISERS LLCRegistered adviserregistration: previous registration
Mar 1, 2021 to Jun 14, 2023factForm ADV
→ CUNA BROKERAGE SERVICES, INC.Registered adviserregistration: previous registration
Aug 14, 2020 to Feb 19, 2021factForm ADV
→ CUSO FINANCIAL SERVICES, L.P.Registered adviserregistration: previous registration
Jan 7, 2011 to Jan 14, 2019factForm ADV
→ USAA FINANCIAL PLANNING SERVICESRegistered adviserregistration: previous registration
Aug 25, 2010 to Sep 30, 2010factForm ADV

Dated events

Occurred
Jul 22, 2025
Advisor changed firm
Andrew Richard Staley left Avantax Advisory Services for Raymond James Financial Services Advisors, Inc (registered 2025-07-31)
Form ADVobserved 4 days ago
Occurred
Jun 14, 2023
Advisor changed firm
Andrew Richard Staley left Cetera Investment Advisers Llc for Avantax Advisory Services (registered 2023-06-08)
Form ADVobserved 4 days ago