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
Taylor Daniel Griffey
Feed of 09/14/2026
Also filed as Taylor Daniel Griffey
At current firm
0 y
since Jun 8, 2026
In the industry
12 y
since Aug 1, 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
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 Jun 8, 2026 · Knoxville, Tn
- Wealthcare Advisory Partners LLC BD affiliatedDec 15, 2025 to Jun 12, 2026 · Knoxville, Tn
- LPL Financial LLC BD affiliatedDec 5, 2025 to Jan 6, 2026 · Knoxville, Tn
Moves
a registration end followed by a registration begin elsewhere
- Wealthcare Advisory Partners LLC to Raymond James Financial Services Advisors, Incleft Jun 12, 2026, registered Jun 8, 2026 (-4 days) · Affiliated broker-dealer or bank to another · moved with a team
- LPL Financial LLC to Wealthcare Advisory Partners LLCleft Jan 6, 2026, registered Dec 15, 2025 (-22 days) · Affiliated broker-dealer or bank to independent RIA
Signals
- Taylor Daniel Griffey left Wealthcare Advisory Partners Llc for Raymond James Financial Services Advisors, Inc (registered 2026-06-08)Jun 12, 2026 · Advisor changed firm · fact
- Taylor Daniel Griffey left Lpl Financial Llc for Wealthcare Advisory Partners Llc (registered 2025-12-15)Jan 6, 2026 · 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
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address