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

Todd Schober

Raymond James Financial Services Advisors, IncBD affiliatedSaint Petersburg, Fldual registrantIAPD 5592662

Feed of 09/14/2026

Also filed as Todd Daniel Schober

At current firm

1 y

since Jun 6, 2025

In the industry

17 y

since Nov 13, 2008 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

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 Financial Services Advisors, Inc BD affiliated current
since Jun 6, 2025 · Saint Petersburg, Fl
Morgan Stanley wirehouse
Nov 21, 2023 to Feb 23, 2024 · Tampa, Fl
Steward Partners Investment Advisory, LLC BD affiliated
Jan 19, 2023 to Oct 30, 2023 · Clearwater, Fl
Raymond James & Associates, Inc. national BD
Jul 26, 2019 to Dec 21, 2022 · St. Petersburg, Fl
Morgan Stanley wirehouse
Oct 1, 2010 to Jul 16, 2019 · Tampa, Fl
Edward Jones national BD
Dec 2, 2008 to Dec 12, 2008 · Riverview, Fl

Moves

a registration end followed by a registration begin elsewhere

Morgan Stanley to Raymond James Financial Services Advisors, Inc
left Feb 23, 2024, registered Jun 6, 2025 (469 days) · Wirehouse to affiliated broker-dealer or bank
Steward Partners Investment Advisory, LLC to Morgan Stanley
left Oct 30, 2023, registered Nov 21, 2023 (22 days) · Affiliated broker-dealer or bank to wirehouse
Raymond James & Associates, Inc. to Steward Partners Investment Advisory, LLC
left Dec 21, 2022, registered Jan 19, 2023 (29 days) · Affiliated broker-dealer or bank to another
Morgan Stanley to Raymond James & Associates, Inc.
left Jul 16, 2019, registered Jul 26, 2019 (10 days) · Wirehouse to affiliated broker-dealer or bank · moved with a team
Edward Jones to Morgan Stanley
left Dec 12, 2008, registered Oct 1, 2010 (658 days) · Affiliated broker-dealer or bank to wirehouse

Signals

Todd Schober left Morgan Stanley for Raymond James Financial Services Advisors, Inc (registered 2025-06-06)
Feb 23, 2024 · Advisor changed firm · fact
Todd Schober left Steward Partners Investment Advisory, Llc for Morgan Stanley (registered 2023-11-21)
Oct 30, 2023 · Advisor changed firm · fact
Todd Schober left Raymond James & Associates, Inc. for Steward Partners Investment Advisory, Llc (registered 2023-01-19)
Dec 21, 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: 17derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address