DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
John Josef Kazanjian
Feed of 09/15/2026
Also filed as Jonh J Kazanjian
At current firm
0 y
since Oct 14, 2025
In the industry
31 y
since Mar 30, 1995 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Uniting Wealth Partners independent RIA currentsince Oct 14, 2025 · Denver, Co
- Raymond James & Associates, Inc. national BDDec 11, 2013 to Oct 2, 2025 · El Paso, Tx
- Raymond James Financial Services Advisors, Inc BD affiliatedOct 17, 2011 to Dec 10, 2013 · El Paso, Tx
- Morgan Stanley wirehouseJun 1, 2009 to Jun 23, 2011 · Scottsdale, Az
- Morgan Stanley & Co. LLC unclassifiedApr 2, 2007 to Jun 1, 2009 · Scottsdale, Az
- Morgan Stanley Dw Inc. unclassifiedDec 13, 2002 to Apr 2, 2007 · El Paso, Tx
Moves
a registration end followed by a registration begin elsewhere
- Raymond James & Associates, Inc. to Uniting Wealth Partnersleft Oct 2, 2025, registered Oct 14, 2025 (12 days) · Affiliated broker-dealer or bank to independent RIA
- Raymond James Financial Services Advisors, Inc to Raymond James & Associates, Inc.left Dec 10, 2013, registered Dec 11, 2013 (1 days) · Other
- Morgan Stanley to Raymond James Financial Services Advisors, Incleft Jun 23, 2011, registered Oct 17, 2011 (116 days) · Other
- Morgan Stanley & Co. LLC to Morgan Stanleyleft Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
- Morgan Stanley Dw Inc. to Morgan Stanley & Co. LLCleft Apr 2, 2007, registered Apr 2, 2007 (0 days) · corporate re-registration, not a move
Signals
- John Josef Kazanjian left Raymond James & Associates, Inc. for Uniting Wealth Partners (registered 2025-10-14)Oct 2, 2025 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 31derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address