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RIA / WealthAdvisordual registered (broker-dealer)20 years in industry

Candace J Burkett

Advisor at RAYMOND JAMES & ASSOCIATES, INC.

ST. PETERSBURG, FL | San Antonio, TX

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Search this name across graphsid dfx:ria:c552ca52-53f7-473b-5a47-b29b3ee2b709

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:07 PM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 3
On other graphs: 0
Observed: Jul 11, 2006 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 & 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: Apr 11, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 14
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: Apr 11, 2006
First registration: Jul 11, 2006
Dual registered: yes, broker-dealer
Other names: CANDACE JEANNETTE JOHNSON|CANDACE JOHNSON|CANDACE JEANNETTE OWENS|CANDACE JEANNETTE OWENS|CANDACE JEANNETTE JOHNSON|CANDACE JOHNSON|CANDACE JEANNETTE JOHNSON|CANDACE JEANNETTE BURKETT
IAPD individual key: 5106798

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	Aug 19, 2026	n/a	yes	San Antonio, TX\|ST. PETERSBURG, FL	Current employment
MORGAN STANLEY	Wirehouse	Dec 14, 2022	Aug 7, 2026	no	San Antonio, TX\|San Antonio, TX\|San Antonio, TX\|San Antonio, TX	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Aug 26, 2022	Dec 2, 2022	no	San Antonio, TX	Previous registration
MORGAN STANLEY	Wirehouse	Feb 19, 2021	Aug 24, 2022	no	San Antonio, TX	Previous registration
RAYMOND JAMES & ASSOCIATES, INC.	National bd RIA	Apr 26, 2019	Feb 11, 2021	no	ST. PETERSBURG, FL	Previous registration
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Jul 25, 2018	Jun 19, 2019	no	St Petersburg, FL	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Jul 19, 2017	Nov 15, 2017	no	San Antonio, TX	Previous registration
SWBC INVESTMENT COMPANY	Independent wealth	May 20, 2016	Jul 11, 2017	no	SAN ANTONIO, TX	Previous registration
INVESTMENT PROFESSIONALS, INC.	Former SEC adviser	Oct 9, 2015	Feb 16, 2016	no	SAN ANTONIO, TX	Previous registration
WELLS FARGO ADVISORS	Wirehouse	May 6, 2013	Oct 19, 2015	no	NEW BRAUNFELS, TX\|AUSTIN, TX\|SAN ANTONIO, TX	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Dec 6, 2011	Sep 21, 2012	no	SAN ANTONIO, TX\|SAN ANTONIO, TX\|AUSTIN, TX\|SAN ANTONIO, TX	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	May 13, 2010	Mar 11, 2011	no	SAN ANTONIO, TX	Previous registration
USAA INVESTMENT SERVICES COMPANY	No RAUM reported	Oct 4, 2007	May 10, 2010	no	SAN ANTONIO, TX\|SAN ANTONIO, TX	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Dec 11, 2006	Oct 1, 2007	no	NEW BRAUNFELS, TX\|SAN ANTONIO, TX	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Jul 11, 2006	Sep 15, 2006	no	SAN ANTONIO, TX	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
MORGAN STANLEY	RAYMOND JAMES & ASSOCIATES, INC.	Aug 7, 2026	Aug 19, 2026	12	Firm change	Wirehouse to ibd
CITIGROUP GLOBAL MARKETS INC.	MORGAN STANLEY	Dec 2, 2022	Dec 14, 2022	12	Firm change	Ibd to wirehouse
MORGAN STANLEY	CITIGROUP GLOBAL MARKETS INC.	Aug 24, 2022	Aug 26, 2022	2	Firm change	Wirehouse to ibd
RAYMOND JAMES & ASSOCIATES, INC.	MORGAN STANLEY	Feb 11, 2021	Feb 19, 2021	8	Firm change	Ibd to wirehouse
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	RAYMOND JAMES & ASSOCIATES, INC.	Jun 19, 2019	Apr 26, 2019	-54	Firm change after gap	Ibd to ibd
J.P. MORGAN SECURITIES LLC	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Nov 15, 2017	Jul 25, 2018	252	Firm change	Wirehouse to ibd
SWBC INVESTMENT COMPANY	J.P. MORGAN SECURITIES LLC	Jul 11, 2017	Jul 19, 2017	8	Firm change	Other
INVESTMENT PROFESSIONALS, INC.	SWBC INVESTMENT COMPANY	Feb 16, 2016	May 20, 2016	94	Firm change	Other
WELLS FARGO ADVISORS	INVESTMENT PROFESSIONALS, INC.	Oct 19, 2015	Oct 9, 2015	-10	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	WELLS FARGO ADVISORS	Sep 21, 2012	May 6, 2013	227	Firm change	Wirehouse to wirehouse
CHASE INVESTMENT SERVICES CORP.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Mar 11, 2011	Dec 6, 2011	270	Firm change	Other
USAA INVESTMENT SERVICES COMPANY	CHASE INVESTMENT SERVICES CORP.	May 10, 2010	May 13, 2010	3	Firm change	Other
CHASE INVESTMENT SERVICES CORP.	USAA INVESTMENT SERVICES COMPANY	Oct 1, 2007	Oct 4, 2007	3	Firm change	Other
AMERIPRISE FINANCIAL SERVICES, LLC	CHASE INVESTMENT SERVICES CORP.	Sep 15, 2006	Dec 11, 2006	87	Firm change	Other

Relationships

Registered with (12)

→ RAYMOND JAMES & ASSOCIATES, INC.Registered adviserregistration: previous registration
Apr 26, 2019 to Feb 11, 2021factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Dec 14, 2022 to Aug 7, 2026factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Aug 26, 2022 to Dec 2, 2022factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Jul 25, 2018 to Jun 19, 2019factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Jul 19, 2017 to Nov 15, 2017factForm ADV
→ SWBC INVESTMENT COMPANYRegistered adviserregistration: previous registration
May 20, 2016 to Jul 11, 2017factForm ADV
→ INVESTMENT PROFESSIONALS, INC.Registered adviserregistration: previous registration
Oct 9, 2015 to Feb 16, 2016factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
May 6, 2013 to Oct 19, 2015factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Dec 6, 2011 to Sep 21, 2012factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
May 13, 2010 to Mar 11, 2011factForm ADV
→ USAA INVESTMENT SERVICES COMPANYRegistered adviserregistration: previous registration
Oct 4, 2007 to May 10, 2010factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Jul 11, 2006 to Sep 15, 2006factForm ADV

Dated events

Occurred
Aug 7, 2026
Advisor changed firm
Candace J Burkett left Morgan Stanley for Raymond James & Associates, Inc. (registered 2026-08-19)
Form ADVobserved 4 days ago
Occurred
Dec 2, 2022
Advisor changed firm
Candace J Burkett left Citigroup Global Markets Inc. for Morgan Stanley (registered 2022-12-14)
Form ADVobserved 4 days ago
Occurred
Aug 24, 2022
Advisor changed firm
Candace J Burkett left Morgan Stanley for Citigroup Global Markets Inc. (registered 2022-08-26)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c552ca52-53f7-473b-5a47-b29b3ee2b709
First observed: Jul 11, 2006
Last observed: Sep 15, 2026 4 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.