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
Amanda Lynne Arcilesi Simmons
Raymond James Financial Services Advisors, IncBD affiliatedSalt Lake City, Utdual registrantIAPD 5322885
Certified Financial Planner
Feed of 09/14/2026
Also filed as Amanda Lynne Arcilesi
At current firm
0 y
since Apr 23, 2026
In the industry
17 y
since Oct 1, 2008 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
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
- Raymond James Financial Services Advisors, Inc BD affiliated currentsince Apr 23, 2026 · Salt Lake City, Ut
- Stifel Independent Advisors, LLC BD affiliatedJun 20, 2023 to Apr 24, 2026 · Salt Lake City, Ut
- Wells Fargo Advisors wirehouseAug 23, 2012 to Jul 5, 2023 · Salt Lake City, Ut
- Morgan Stanley wirehouseJun 1, 2009 to Sep 5, 2012 · Salt Lake City, Ut
- Morgan Stanley & Co. LLC unclassifiedOct 2, 2008 to Jun 1, 2009 · Salt Lake City, Ut
Moves
a registration end followed by a registration begin elsewhere
- Stifel Independent Advisors, LLC to Raymond James Financial Services Advisors, Incleft Apr 24, 2026, registered Apr 23, 2026 (-1 days) · Affiliated broker-dealer or bank to another
- Wells Fargo Advisors to Stifel Independent Advisors, LLCleft Jul 5, 2023, registered Jun 20, 2023 (-15 days) · Wirehouse to affiliated broker-dealer or bank · moved with a team
- Morgan Stanley to Wells Fargo Advisorsleft Sep 5, 2012, registered Aug 23, 2012 (-13 days) · Wirehouse to wirehouse
- Morgan Stanley & Co. LLC to Morgan Stanleyleft Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
Signals
- Amanda Lynne Arcilesi Simmons left Stifel Independent Advisors, Llc for Raymond James Financial Services Advisors, Inc (registered 2026-04-23)Apr 24, 2026 · Advisor changed firm · fact
- Amanda Lynne Arcilesi Simmons left Wells Fargo Advisors for Stifel Independent Advisors, Llc (registered 2023-06-20)Jul 5, 2023 · 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
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address