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
Lloyd W. Archibald
Feed of 09/15/2026
Also filed as Lloyd Archibald
At current firm
5 y
since Feb 8, 2021
In the industry
14 y
since Jun 12, 2012 (earliest exam, job or registration)
Prior registered firms
5
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
0
dated events on this person
Registration history
IAPD current and previous registrations
- J.P. Morgan Securities LLC wirehouse currentsince Feb 8, 2021 · Jacksonville, Fl
- Raymond James & Associates, Inc. national BDJan 9, 2018 to Feb 3, 2021 · Jacksonville, Fl
- Camarda Wealth Advisory Group independent RIAJun 5, 2017 to Jan 15, 2018 · Fleming Island, Fl
- Cetera Investment Advisers LLC BD affiliatedJul 13, 2015 to May 16, 2017 · St. Johns, Fl
- J.P. Morgan Securities LLC wirehouseOct 8, 2013 to Jun 17, 2015 · Jacksonville, Fl
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSep 24, 2012 to Aug 26, 2013 · Jacksonville, Fl
Moves
a registration end followed by a registration begin elsewhere
- Raymond James & Associates, Inc. to J.P. Morgan Securities LLCleft Feb 3, 2021, registered Feb 8, 2021 (5 days) · Affiliated broker-dealer or bank to wirehouse
- Camarda Wealth Advisory Group to Raymond James & Associates, Inc.left Jan 15, 2018, registered Jan 9, 2018 (-6 days) · RIA to affiliated broker-dealer or bank
- Cetera Investment Advisers LLC to Camarda Wealth Advisory Groupleft May 16, 2017, registered Jun 5, 2017 (20 days) · Other
- J.P. Morgan Securities LLC to Cetera Investment Advisers LLCleft Jun 17, 2015, registered Jul 13, 2015 (26 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to J.P. Morgan Securities LLCleft Aug 26, 2013, registered Oct 8, 2013 (43 days) · Wirehouse to wirehouse
Signals
No dated event on this person.
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
- Wirehousederived
- Years in industry
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address