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

Candace J Burkett

Raymond James & Associates, Inc.national BDSt. Petersburg, Fl dual registrantIAPD 5106798

Feed of 09/15/2026

Also filed as Candace Jeannette Johnson

At current firm

0 y

since Aug 19, 2026

In the industry

20 y

since Apr 11, 2006 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Raymond James & Associates, Inc. national BD current
since Aug 19, 2026 · San Antonio, Tx
Morgan Stanley wirehouse
Dec 14, 2022 to Aug 7, 2026 · San Antonio, Tx
Citigroup Global Markets Inc. BD affiliated
Aug 26, 2022 to Dec 2, 2022 · San Antonio, Tx
Morgan Stanley wirehouse
Feb 19, 2021 to Aug 24, 2022 · San Antonio, Tx
Raymond James & Associates, Inc. national BD
Apr 26, 2019 to Feb 11, 2021 · St. Petersburg, Fl
Raymond James Financial Services Advisors, Inc BD affiliated
Jul 25, 2018 to Jun 19, 2019 · St Petersburg, Fl
J.P. Morgan Securities LLC wirehouse
Jul 19, 2017 to Nov 15, 2017 · San Antonio, Tx
Swbc Investment Company independent RIA
May 20, 2016 to Jul 11, 2017 · San Antonio, Tx
Investment Professionals, Inc. former
Oct 9, 2015 to Feb 16, 2016 · San Antonio, Tx
Wells Fargo Advisors wirehouse
May 6, 2013 to Oct 19, 2015 · New Braunfels, Tx
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Dec 6, 2011 to Sep 21, 2012 · San Antonio, Tx
Chase Investment Services Corp. former
May 13, 2010 to Mar 11, 2011 · San Antonio, Tx
Usaa Investment Services Company no RAUM
Oct 4, 2007 to May 10, 2010 · San Antonio, Tx
Chase Investment Services Corp. former
Dec 11, 2006 to Oct 1, 2007 · New Braunfels, Tx
Ameriprise Financial Services, LLC national BD
Jul 11, 2006 to Sep 15, 2006 · San Antonio, Tx

Moves

a registration end followed by a registration begin elsewhere

Morgan Stanley to Raymond James & Associates, Inc.
left Aug 7, 2026, registered Aug 19, 2026 (12 days) · Wirehouse to affiliated broker-dealer or bank
Citigroup Global Markets Inc. to Morgan Stanley
left Dec 2, 2022, registered Dec 14, 2022 (12 days) · Affiliated broker-dealer or bank to wirehouse
Morgan Stanley to Citigroup Global Markets Inc.
left Aug 24, 2022, registered Aug 26, 2022 (2 days) · Wirehouse to affiliated broker-dealer or bank
Raymond James & Associates, Inc. to Morgan Stanley
left Feb 11, 2021, registered Feb 19, 2021 (8 days) · Affiliated broker-dealer or bank to wirehouse
Raymond James Financial Services Advisors, Inc to Raymond James & Associates, Inc.
left Jun 19, 2019, registered Apr 26, 2019 (-54 days) · Affiliated broker-dealer or bank to another
J.P. Morgan Securities LLC to Raymond James Financial Services Advisors, Inc
left Nov 15, 2017, registered Jul 25, 2018 (252 days) · Wirehouse to affiliated broker-dealer or bank
Swbc Investment Company to J.P. Morgan Securities LLC
left Jul 11, 2017, registered Jul 19, 2017 (8 days) · Other
Investment Professionals, Inc. to Swbc Investment Company
left Feb 16, 2016, registered May 20, 2016 (94 days) · Other
Wells Fargo Advisors to Investment Professionals, Inc.
left Oct 19, 2015, registered Oct 9, 2015 (-10 days) · Other
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Wells Fargo Advisors
left Sep 21, 2012, registered May 6, 2013 (227 days) · Wirehouse to wirehouse
Chase Investment Services Corp. to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Mar 11, 2011, registered Dec 6, 2011 (270 days) · Other
Usaa Investment Services Company to Chase Investment Services Corp.
left May 10, 2010, registered May 13, 2010 (3 days) · Other
Chase Investment Services Corp. to Usaa Investment Services Company
left Oct 1, 2007, registered Oct 4, 2007 (3 days) · Other
Ameriprise Financial Services, LLC to Chase Investment Services Corp.
left Sep 15, 2006, registered Dec 11, 2006 (87 days) · Other

Signals

Candace J Burkett left Morgan Stanley for Raymond James & Associates, Inc. (registered 2026-08-19)
Aug 7, 2026 · Advisor changed firm · fact
Candace J Burkett left Citigroup Global Markets Inc. for Morgan Stanley (registered 2022-12-14)
Dec 2, 2022 · Advisor changed firm · fact
Candace J Burkett left Morgan Stanley for Citigroup Global Markets Inc. (registered 2022-08-26)
Aug 24, 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: National broker-dealer RIAderived
Years in industry: 20derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address