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RIA / WealthAdvisordual registered (broker-dealer)24 years in industry

Svetlana Koltun

Advisor at RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Fort Collins, CO

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Search this name across graphsid dfx:ria:82b5dad4-4817-6d55-caee-209873d880cc

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: May 21, 2002 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 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: May 20, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: May 20, 2002
First registration: May 21, 2002
Dual registered: yes, broker-dealer
Other names: SVETLANA KOLTUN|SVETLANA KOLTUN FREELAND|SVETLANA KOLTUN FREELAND|SVETLANA KOLTUN FREELAND|SVETLANA FREELAND|SVETLANA KOLTUN FREELAND
IAPD individual key: 2758595

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	May 2, 2022	n/a	yes	Fort Collins, CO	Current employment
IFAM CAPITAL	Former SEC adviser	Dec 1, 2015	Apr 12, 2022	no	FORT COLLINS, CO	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Oct 19, 2007	Jan 29, 2014	no	FORT COLLINS, CO\|FORT COLLINS, CO	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	May 21, 2002	Oct 30, 2007	no	FORT COLLINS, CO\|FORT COLLINS, CO	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
IFAM CAPITAL	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Apr 12, 2022	May 2, 2022	20	Firm change	RIA to ibd
UBS FINANCIAL SERVICES INC.	IFAM CAPITAL	Jan 29, 2014	Dec 1, 2015	671	Firm change after gap	Other
CITIGROUP GLOBAL MARKETS INC.	UBS FINANCIAL SERVICES INC.	Oct 30, 2007	Oct 19, 2007	-11	Firm change	Other

Relationships

Registered with (4)

→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: current employment
May 2, 2022 to presentfactForm ADV
→ IFAM CAPITALRegistered adviserregistration: previous registration
Dec 1, 2015 to Apr 12, 2022factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Oct 19, 2007 to Jan 29, 2014factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
May 21, 2002 to Oct 30, 2007factForm ADV

Dated events

Occurred
Apr 12, 2022
Advisor changed firm
Svetlana Koltun left Ifam Capital for Raymond James Financial Services Advisors, Inc (registered 2022-05-02)
Form ADVobserved 6 days ago