DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)10 years in industry

Kristi-Anna Celeste Abdoo

Advisor at RAYMOND JAMES & ASSOCIATES, INC.

OKLAHOMA CITY, OK

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:dc8409b0-f6bb-93f9-97d3-276a65d882fe

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 5
On other graphs: 0
Observed: Feb 27, 2023 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 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Feb 25, 2023
First registration: Feb 27, 2023
Dual registered: yes, broker-dealer
Other names: Kristi C Bencomo|Kristi-Anna Celeste Bencomo|Kristi-ann C Bencomo|Kristianna C Bencomo|Kristi A C Bencomo|Kristi-Ann C Bencomo|KristiAnna C Bencomo|Kris C Bencomo|Kristi-Anna Celeste Bencomo|Kristi-anna C Bencomo|Kristi-Anna Bencomo|Kris Bencomo|Anna Bencomo|Kristi Anna Bencomo
IAPD individual key: 7385817

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	Jun 9, 2026	n/a	yes	OKLAHOMA CITY, OK	Current employment
SCHWAB WEALTH ADVISORY, INC.	No RAUM reported	Dec 4, 2025	Jun 3, 2026	no	Lone Tree, CO	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Jan 3, 2025	Dec 4, 2025	no	Lone Tree, CO	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Aug 4, 2023	Dec 8, 2023	no	Denver, CO	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Apr 11, 2023	Jul 14, 2023	no	GREENWOOD VILLAGE, CO	Previous registration
MORGAN STANLEY	Wirehouse	Feb 27, 2023	Mar 17, 2023	no	Greenwood Village, 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
SCHWAB WEALTH ADVISORY, INC.	RAYMOND JAMES & ASSOCIATES, INC.	Jun 3, 2026	Jun 9, 2026	6	Firm change	Other
CHARLES SCHWAB & CO., INC.	SCHWAB WEALTH ADVISORY, INC.	Dec 4, 2025	Dec 4, 2025	0	Firm change	Other
AMERIPRISE FINANCIAL SERVICES, LLC	CHARLES SCHWAB & CO., INC.	Dec 8, 2023	Jan 3, 2025	392	Firm change	Ibd to ibd
FIDELITY PERSONAL AND WORKPLACE ADVISORS	AMERIPRISE FINANCIAL SERVICES, LLC	Jul 14, 2023	Aug 4, 2023	21	Firm change	Ibd to ibd
MORGAN STANLEY	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Mar 17, 2023	Apr 11, 2023	25	Firm change	Wirehouse to ibd

Relationships

Registered with (6)

→ RAYMOND JAMES & ASSOCIATES, INC.Registered adviserregistration: current employment
Jun 9, 2026 to presentfactForm ADV
→ SCHWAB WEALTH ADVISORY, INC.Registered adviserregistration: previous registration
Dec 4, 2025 to Jun 3, 2026factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Jan 3, 2025 to Dec 4, 2025factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Aug 4, 2023 to Dec 8, 2023factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Apr 11, 2023 to Jul 14, 2023factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Feb 27, 2023 to Mar 17, 2023factForm ADV

Dated events

Occurred
Jun 3, 2026
Advisor changed firm
Kristi-Anna Celeste Abdoo left Schwab Wealth Advisory, Inc. for Raymond James & Associates, Inc. (registered 2026-06-09)
Form ADVobserved 6 days ago
Occurred
Dec 4, 2025
Advisor changed firm
Kristi-Anna Celeste Abdoo left Charles Schwab & Co., Inc. for Schwab Wealth Advisory, Inc. (registered 2025-12-04)
Form ADVobserved 6 days ago
Occurred
Dec 8, 2023
Advisor changed firm
Kristi-Anna Celeste Abdoo left Ameriprise Financial Services, Llc for Charles Schwab & Co., Inc. (registered 2025-01-03)
Form ADVobserved 6 days ago
Occurred
Jul 14, 2023
Advisor changed firm
Kristi-Anna Celeste Abdoo left Fidelity Personal And Workplace Advisors for Ameriprise Financial Services, Llc (registered 2023-08-04)
Form ADVobserved 6 days ago
Occurred
Mar 17, 2023
Advisor changed firm
Kristi-Anna Celeste Abdoo left Morgan Stanley for Fidelity Personal And Workplace Advisors (registered 2023-04-11)
Form ADVobserved 6 days ago