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
Joena Nicole Bartolini Mitchell
Feed of 09/14/2026
Also filed as Joena Nicole Bartolini
At current firm
0 y
since Jul 30, 2026
In the industry
20 y
since Oct 5, 2005 (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
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Hightower Advisors, LLC BD affiliated currentsince Jul 30, 2026 · Dunedin, Fl
- Raymond James & Associates, Inc. national BDFeb 5, 2020 to Nov 30, 2022 · St. Petersburg, Fl
- Raymond James Financial Services Advisors, Inc BD affiliatedMar 13, 2015 to Nov 30, 2022 · St. Petersburg, Fl
- Raymond James & Associates, Inc. national BDJan 11, 2007 to Feb 24, 2015 · St. Petersburg, Fl
- T. Rowe Price Advisory Services, Inc. BD affiliatedMay 31, 2006 to Jul 27, 2006 · Tampa, Fl
Moves
a registration end followed by a registration begin elsewhere
- Raymond James Financial Services Advisors, Inc to Raymond James & Associates, Inc.left Nov 30, 2022, registered Feb 5, 2020 (-1029 days) · Affiliated broker-dealer or bank to another
- Raymond James & Associates, Inc. to Hightower Advisors, LLCleft Nov 30, 2022, registered Jul 30, 2026 (1338 days) · Affiliated broker-dealer or bank to another
- Raymond James & Associates, Inc. to Raymond James Financial Services Advisors, Incleft Feb 24, 2015, registered Mar 13, 2015 (17 days) · Other · moved with a team
- T. Rowe Price Advisory Services, Inc. to Raymond James & Associates, Inc.left Jul 27, 2006, registered Jan 11, 2007 (168 days) · Other
Signals
- Joena Nicole Bartolini Mitchell left Raymond James & Associates, Inc. for Hightower Advisors, Llc (registered 2026-07-30)Nov 30, 2022 · Advisor changed firm · fact
- Joena Nicole Bartolini Mitchell left Raymond James Financial Services Advisors, Inc for Raymond James & Associates, Inc. (registered 2020-02-05)Nov 30, 2022 · 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
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address