DFX Intelligence
Advisor moves
Departures from Raymond James Financial Services Advisors, Inc
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Thomas James Noon | Raymond James Financial Services Advisors, Inc BD affiliated | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 2, 2024 | Jul 1, 2024 |
| Robert Allen Dienelt | Raymond James Financial Services Advisors, Inc BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 2, 2024 | Dec 3, 2024 (154 d) |
| Angela Wall Hall | Raymond James Financial Services Advisors, Inc BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 2, 2024 | Jun 26, 2024 |
| Melyna Kailee Young | Raymond James Financial Services Advisors, Inc BD affiliated | Bristol Wealth Group no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jul 2, 2024 | Jul 3, 2024 |
| Connor James Russ | Raymond James Financial Services Advisors, Inc BD affiliated | Bristol Wealth Group no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jul 2, 2024 | Jul 3, 2024 |
| Albert Patrick Losco | Raymond James Financial Services Advisors, Inc BD affiliated | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 1, 2024 | Jul 1, 2024 |
| Jason Andrew Douglass | Raymond James Financial Services Advisors, Inc BD affiliated | Douglass Investment Group no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jul 1, 2024 | Jul 1, 2024 |
| Carl Michael Begin | Raymond James Financial Services Advisors, Inc BD affiliated | Bristol Wealth Group no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jun 28, 2024 | Jul 3, 2024 |
| Ryan David Hendrickson | Raymond James Financial Services Advisors, Inc BD affiliated | Boston Harbor Wealth Advisors, LLC other | Other | Jun 28, 2024 | Mar 24, 2016 |
| Samuel Robert Chamberlain | Raymond James Financial Services Advisors, Inc BD affiliated | Boston Harbor Wealth Advisors, LLC other | Other | Jun 28, 2024 | Mar 24, 2016 |
| Wendy Stewart Markey | Raymond James Financial Services Advisors, Inc BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Jun 27, 2024 | Jun 24, 2024 |
| Dean Roger Larabee | Raymond James Financial Services Advisors, Inc BD affiliated | Bristol Wealth Group no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jun 27, 2024 | Jul 3, 2024 |
| Erica Lynn Reilly | Raymond James Financial Services Advisors, Inc BD affiliated | Ecio, Inc. institutional | Other | Jun 27, 2024 | Jul 19, 2024 |
| Bryn Stewart Markey | Raymond James Financial Services Advisors, Inc BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Jun 27, 2024 | Jun 24, 2024 |
| Ealon Sidney Thompson | Raymond James Financial Services Advisors, Inc BD affiliated | Advisory Services Network independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 25, 2024 | Jun 18, 2024 |
| Aspen Lynn West | Raymond James Financial Services Advisors, Inc BD affiliated | Forefront independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 24, 2024 | Aug 22, 2024 (59 d) |
| Marina Ellis | Raymond James Financial Services Advisors, Inc BD affiliated | Raymond James & Associates, Inc. national BD | Affiliated broker-dealer or bank to another | Jun 21, 2024 | Aug 14, 2024 (54 d) |
| Christopher Kotch | Raymond James Financial Services Advisors, Inc BD affiliated | Thrivent Investment Management Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 21, 2024 | Jun 25, 2024 |
| Gerald Joseph Mccready | Raymond James Financial Services Advisors, Inc BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 17, 2024 | Jun 17, 2024 |
| Jeffery Dale Schlenker | Raymond James Financial Services Advisors, Inc BD affiliated | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 17, 2024 | Sep 26, 2024 (101 d) |
| Carlie Kent | Raymond James Financial Services Advisors, Inc BD affiliated | Pruco Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 12, 2024 | Jun 21, 2024 |
| Michael Kojin | Raymond James Financial Services Advisors, Inc BD affiliated | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Jun 12, 2024 | Aug 7, 2024 (56 d) |
| Jeffrey Alan Churba | Raymond James Financial Services Advisors, Inc BD affiliated | Hub Investment Partners, LLC mixed wealth | Affiliated broker-dealer or bank to independent RIA | Jun 11, 2024 | Aug 12, 2024 (62 d) |
| Dalton Jace Harris | Raymond James Financial Services Advisors, Inc BD affiliated | Edward Jones national BD | Affiliated broker-dealer or bank to another | Jun 11, 2024 | Aug 23, 2024 (73 d) |
| Dale F Lavelle | Raymond James Financial Services Advisors, Inc BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 10, 2024 | Sep 19, 2024 (101 d) |
| Luke Kendrick | Raymond James Financial Services Advisors, Inc BD affiliated | Edward Jones national BD | Affiliated broker-dealer or bank to another | Jun 10, 2024 | Jun 7, 2024 |
| Meghan Howland Forrester | Raymond James Financial Services Advisors, Inc BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 7, 2024 | May 28, 2024 |
| Michael Gavin | Raymond James Financial Services Advisors, Inc BD affiliated | Wealth Enhancement Advisory Services, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 5, 2024 | Jun 3, 2024 |
| Leanne Nicole Kovach | Raymond James Financial Services Advisors, Inc BD affiliated | Wealth Enhancement Advisory Services, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 5, 2024 | Jun 3, 2024 |
| Lucas W. Settineri | Raymond James Financial Services Advisors, Inc BD affiliated | Raymond James & Associates, Inc. national BD | Affiliated broker-dealer or bank to another | Jun 5, 2024 | Jun 21, 2024 |
| Sean Michael Mullervy | Raymond James Financial Services Advisors, Inc BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 4, 2024 | Jun 11, 2024 |
| Kathleen Woods | Raymond James Financial Services Advisors, Inc BD affiliated | Wealth Enhancement Advisory Services, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 4, 2024 | Jun 13, 2024 |
| Nora Kay Strait | Raymond James Financial Services Advisors, Inc BD affiliated | Wealth Enhancement Advisory Services, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 3, 2024 | Jun 12, 2024 |
| John Felts Connelly | Raymond James Financial Services Advisors, Inc BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | May 31, 2024 | Jul 23, 2024 (53 d) |
| Leonidas Clyde Vaughan | Raymond James Financial Services Advisors, Inc BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | May 31, 2024 | May 9, 2024 |
| Katie Lawther | Raymond James Financial Services Advisors, Inc BD affiliated | T. Rowe Price Associates, Inc. asset manager | Other | May 31, 2024 | Jul 11, 2024 (41 d) |
| Kyle Stallcop | Raymond James Financial Services Advisors, Inc BD affiliated | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | May 31, 2024 | Jul 12, 2024 (42 d) |
| Justin Atyia | Raymond James Financial Services Advisors, Inc BD affiliated | Charles Schwab & Co., Inc. national BD | Affiliated broker-dealer or bank to another | May 30, 2024 | Dec 13, 2025 (562 d) |
| Erin Concorde Babineau | Raymond James Financial Services Advisors, Inc BD affiliated | Commonwealth Financial Network national BD | Affiliated broker-dealer or bank to another | May 29, 2024 | Jul 17, 2024 (49 d) |
| Jacob Laurence Reilly | Raymond James Financial Services Advisors, Inc BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | May 29, 2024 | Jun 21, 2024 |
| William Blair Reilly | Raymond James Financial Services Advisors, Inc BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | May 28, 2024 | Jun 13, 2024 |
| James Van Burchfield | Raymond James Financial Services Advisors, Inc BD affiliated | Mtm Investment Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 24, 2024 | Apr 2, 2020 |
| Noah Scott Wills | Raymond James Financial Services Advisors, Inc BD affiliated | Oppenheimer & Co. Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 24, 2024 | May 23, 2024 |
| Joshua Benjamin Oser | Raymond James Financial Services Advisors, Inc BD affiliated | Robert W. Baird & Co. Incorporated mixed wealth | Affiliated broker-dealer or bank to independent RIA | May 23, 2024 | Jun 17, 2024 |
| Mark Blankinship | Raymond James Financial Services Advisors, Inc BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | May 22, 2024 | May 22, 2024 |
| Nicholas Andrew Davis | Raymond James Financial Services Advisors, Inc BD affiliated | Blueprint Financial Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | May 21, 2024 | Jun 24, 2024 (34 d) |
| Sarah Lee Davis | Raymond James Financial Services Advisors, Inc BD affiliated | Blueprint Financial Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | May 21, 2024 | Jun 24, 2024 (34 d) |
| Harrison Aaron Graham | Raymond James Financial Services Advisors, Inc BD affiliated | Commonwealth Financial Network national BD | Affiliated broker-dealer or bank to another | May 21, 2024 | May 16, 2024 |
| David Timothy Malleck | Raymond James Financial Services Advisors, Inc BD affiliated | Silver Lake Capital Partners no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 16, 2024 | May 14, 2024 |
| Kirk John Barrett | Raymond James Financial Services Advisors, Inc BD affiliated | Silver Lake Capital Partners no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 16, 2024 | May 14, 2024 |
| Chad Brian Dellinger | Raymond James Financial Services Advisors, Inc BD affiliated | Edward Jones national BD | Affiliated broker-dealer or bank to another | May 15, 2024 | May 29, 2024 |
| Diana Lynn Jenkins | Raymond James Financial Services Advisors, Inc BD affiliated | Silver Lake Capital Partners no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 15, 2024 | May 14, 2024 |
| Christopher Michael Prado | Raymond James Financial Services Advisors, Inc BD affiliated | Ellsworth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 10, 2024 | May 6, 2024 |
| Nicholas Mathew Lapuma | Raymond James Financial Services Advisors, Inc BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | May 8, 2024 | May 6, 2024 |
| Nichol Lee Hoff | Raymond James Financial Services Advisors, Inc BD affiliated | Madison Avenue Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 7, 2024 | Aug 21, 2024 (106 d) |
| Colleen Boggess | Raymond James Financial Services Advisors, Inc BD affiliated | Stifel, Nicolaus & Company, Incorporated national BD | Affiliated broker-dealer or bank to another | May 7, 2024 | May 13, 2024 |
| Christopher Robin Lakian | Raymond James Financial Services Advisors, Inc BD affiliated | Oneseven independent RIA | Affiliated broker-dealer or bank to independent RIA | May 7, 2024 | Apr 26, 2024 |
| Lacey Ann Dale | Raymond James Financial Services Advisors, Inc BD affiliated | Kestra Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 7, 2024 | May 21, 2024 |
| Tyler S Johnson | Raymond James Financial Services Advisors, Inc BD affiliated | Pruco Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 7, 2024 | Jun 17, 2024 (41 d) |
| Karen Jo Debaker | Raymond James Financial Services Advisors, Inc BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | May 7, 2024 | May 3, 2024 |
3,741 moves match.