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.

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

Aug 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

3

Current registrations

2

Registered states

1

Exams

S66

First exam

Aug 18, 2020

First registration

Aug 25, 2020

Dual registered

yes, broker-dealer

Other names

Robert Matheson

IAPD individual key

6390362

• Occurred

  Sep 26, 2022
  Advisor changed firm

  Robert Thomas Matheson left First Horizon Advisors, Inc for Raymond James Financial Services Advisors, Inc (registered 2022-11-09)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:7cfcfa0d-6cf6-bff8-5cc2-f4cf9b024459

First observed

Aug 25, 2020

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.