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
Corey Davis Quattlebaum
Feed of 09/14/2026
Also filed as Corey Davis Quattlebaum
At current firm
0 y
since Jan 2, 2026
In the industry
29 y
since Jun 3, 1997 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Raymond James Financial Services Advisors, Inc BD affiliated currentsince Jan 2, 2026 · Norfolk, Va
- Osaic Institutions, Inc. BD affiliatedSep 6, 2011 to Jan 2, 2026 · Greenville, Nc
- Uvest Financial Services Group, Inc. unclassifiedOct 1, 2008 to Sep 15, 2011 · Greenville, Nc
- Ironstone Securities, Inc. unclassifiedJun 17, 2005 to Oct 1, 2008 · Winterville, Nc
- Osaic Fs, Inc. formerMar 4, 2004 to Dec 1, 2004 · Charlotte, Nc
Moves
a registration end followed by a registration begin elsewhere
- Osaic Institutions, Inc. to Raymond James Financial Services Advisors, Incleft Jan 2, 2026, registered Jan 2, 2026 (0 days) · Affiliated broker-dealer or bank to another
- Uvest Financial Services Group, Inc. to Osaic Institutions, Inc.left Sep 15, 2011, registered Sep 6, 2011 (-9 days) · Other
- Ironstone Securities, Inc. to Uvest Financial Services Group, Inc.left Oct 1, 2008, registered Oct 1, 2008 (0 days) · Other
- Osaic Fs, Inc. to Ironstone Securities, Inc.left Dec 1, 2004, registered Jun 17, 2005 (198 days) · Other
Signals
- Corey Davis Quattlebaum left Osaic Institutions, Inc. for Raymond James Financial Services Advisors, Inc (registered 2026-01-02)Jan 2, 2026 · 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 29derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address