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

Kristi-Anna Celeste Abdoo

Raymond James & Associates, Inc.national BDOklahoma City, Okdual registrantIAPD 7385817

Feed of 09/14/2026

Also filed as Kristi C Bencomo

At current firm

0 y

since Jun 9, 2026

In the industry

10 y

since Jun 1, 2016 (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 & Associates, Inc. national BD current
since Jun 9, 2026 · Oklahoma City, Ok
Schwab Wealth Advisory, Inc. no RAUM
Dec 4, 2025 to Jun 3, 2026 · Lone Tree, Co
Charles Schwab & Co., Inc. national BD
Jan 3, 2025 to Dec 4, 2025 · Lone Tree, Co
Ameriprise Financial Services, LLC national BD
Aug 4, 2023 to Dec 8, 2023 · Denver, Co
Fidelity Personal And Workplace Advisors former
Apr 11, 2023 to Jul 14, 2023 · Greenwood Village, Co
Morgan Stanley wirehouse
Feb 27, 2023 to Mar 17, 2023 · Greenwood Village, Co

Moves

a registration end followed by a registration begin elsewhere

Schwab Wealth Advisory, Inc. to Raymond James & Associates, Inc.
left Jun 3, 2026, registered Jun 9, 2026 (6 days) · Other
Charles Schwab & Co., Inc. to Schwab Wealth Advisory, Inc.
left Dec 4, 2025, registered Dec 4, 2025 (0 days) · Other
Ameriprise Financial Services, LLC to Charles Schwab & Co., Inc.
left Dec 8, 2023, registered Jan 3, 2025 (392 days) · Affiliated broker-dealer or bank to another
Fidelity Personal And Workplace Advisors to Ameriprise Financial Services, LLC
left Jul 14, 2023, registered Aug 4, 2023 (21 days) · Affiliated broker-dealer or bank to another
Morgan Stanley to Fidelity Personal And Workplace Advisors
left Mar 17, 2023, registered Apr 11, 2023 (25 days) · Wirehouse to affiliated broker-dealer or bank

Signals

Kristi-Anna Celeste Abdoo left Schwab Wealth Advisory, Inc. for Raymond James & Associates, Inc. (registered 2026-06-09)
Jun 3, 2026 · Advisor changed firm · fact
Kristi-Anna Celeste Abdoo left Charles Schwab & Co., Inc. for Schwab Wealth Advisory, Inc. (registered 2025-12-04)
Dec 4, 2025 · Advisor changed firm · fact
Kristi-Anna Celeste Abdoo left Ameriprise Financial Services, Llc for Charles Schwab & Co., Inc. (registered 2025-01-03)
Dec 8, 2023 · Advisor changed firm · fact
Kristi-Anna Celeste Abdoo left Fidelity Personal And Workplace Advisors for Ameriprise Financial Services, Llc (registered 2023-08-04)
Jul 14, 2023 · Advisor changed firm · fact
Kristi-Anna Celeste Abdoo left Morgan Stanley for Fidelity Personal And Workplace Advisors (registered 2023-04-11)
Mar 17, 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: National broker-dealer RIAderived
Years in industry: 10derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address