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
Antoinette Susan Lobaito
Raymond James Financial Services Advisors, IncBD affiliatedKalamazoo, Mi dual registrantIAPD 6180091
Feed of 09/15/2026
Also filed as Anne S Lobaito
At current firm
0 y
since Mar 31, 2026
In the industry
13 y
since Mar 1, 2013 (earliest exam, job or registration)
Prior registered firms
3
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 Mar 31, 2026 · Saint Petersburg, Fl
- Independent Financial Group, LLC BD affiliatedSep 8, 2020 to Oct 31, 2025 · Amarillo, Tx
- Cwm, LLC BD affiliatedMay 29, 2019 to Jul 1, 2020 · Amarillo, Tx
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOct 3, 2013 to May 1, 2019 · Portage, Mi
Moves
a registration end followed by a registration begin elsewhere
- Independent Financial Group, LLC to Raymond James Financial Services Advisors, Incleft Oct 31, 2025, registered Mar 31, 2026 (151 days) · Affiliated broker-dealer or bank to another
- Cwm, LLC to Independent Financial Group, LLCleft Jul 1, 2020, registered Sep 8, 2020 (69 days) · Affiliated broker-dealer or bank to independent RIA
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Cwm, LLCleft May 1, 2019, registered May 29, 2019 (28 days) · Wirehouse to affiliated broker-dealer or bank
Signals
- Antoinette Susan Lobaito added a MI registration at Raymond James Financial Services Advisors, IncSep 14, 2026 · New state registration · fact
- Antoinette Susan Lobaito left Independent Financial Group, Llc for Raymond James Financial Services Advisors, Inc (registered 2026-03-31)Oct 31, 2025 · 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
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address