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
Perris Clayton Kaufman
Raymond James Financial Services Advisors, IncBD affiliatedWoodland Hills, Cadual registrantIAPD 6360760
Feed of 09/14/2026
At current firm
0 y
since May 12, 2026
In the industry
11 y
since Sep 24, 2014 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
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 May 12, 2026 · Woodland Hills, Ca
- Stifel Independent Advisors, LLC BD affiliatedAug 2, 2022 to May 20, 2026 · Woodland Hills, Ca
- Wells Fargo Advisors wirehouseOct 10, 2019 to Jul 19, 2022 · Westlake Village, Ca
Moves
a registration end followed by a registration begin elsewhere
- Stifel Independent Advisors, LLC to Raymond James Financial Services Advisors, Incleft May 20, 2026, registered May 12, 2026 (-8 days) · Affiliated broker-dealer or bank to another · moved with a team
- Wells Fargo Advisors to Stifel Independent Advisors, LLCleft Jul 19, 2022, registered Aug 2, 2022 (14 days) · Wirehouse to affiliated broker-dealer or bank
Signals
- Perris Clayton Kaufman left Stifel Independent Advisors, Llc for Raymond James Financial Services Advisors, Inc (registered 2026-05-12)May 20, 2026 · Advisor changed firm · fact
- Perris Clayton Kaufman left Wells Fargo Advisors for Stifel Independent Advisors, Llc (registered 2022-08-02)Jul 19, 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
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address