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 |
|---|---|---|---|---|---|
| Danielle Lum | Raymond James Financial Services Advisors, Inc BD affiliated | Bankoh Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 6, 2023 | Nov 15, 2023 |
| Eric Thomas Vernon | Raymond James Financial Services Advisors, Inc BD affiliated | Captrust institutional | Other | Nov 3, 2023 | Nov 6, 2023 |
| Ian Hunter Vernon | Raymond James Financial Services Advisors, Inc BD affiliated | Captrust institutional | Other | Nov 3, 2023 | Nov 6, 2023 |
| Aaron Christopher Webb | Raymond James Financial Services Advisors, Inc BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Nov 3, 2023 | Nov 22, 2023 |
| Jeanna Loydell Montes | Raymond James Financial Services Advisors, Inc BD affiliated | Dakota Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 1, 2023 | Nov 1, 2023 |
| William Keller Normann | Raymond James Financial Services Advisors, Inc BD affiliated | Captrust institutional | Other | Oct 31, 2023 | Nov 6, 2023 |
| Matthew Scott Mohnsen | Raymond James Financial Services Advisors, Inc BD affiliated | U.S. Bancorp Investments, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 31, 2023 | Nov 1, 2023 |
| Matheson Dain Ladd | Raymond James Financial Services Advisors, Inc BD affiliated | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Oct 31, 2023 | Nov 3, 2023 |
| Rebecca Suzanne Upton | Raymond James Financial Services Advisors, Inc BD affiliated | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 27, 2023 | Jul 8, 2025 (620 d) |
| Joel Carlton Berg | Raymond James Financial Services Advisors, Inc BD affiliated | Carter Advisory Services, Inc state registered | Affiliated broker-dealer or bank to a state-registered adviser | Oct 26, 2023 | Mar 20, 2015 |
| Deann Rose Lehman | Raymond James Financial Services Advisors, Inc BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 24, 2023 | Dec 6, 2023 (43 d) |
| Paul David Sussman | Raymond James Financial Services Advisors, Inc BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 24, 2023 | Jan 1, 2026 (800 d) |
| Todd Allen Pace | Raymond James Financial Services Advisors, Inc BD affiliated | RBC Capital Markets, LLC national BD | Affiliated broker-dealer or bank to another | Oct 24, 2023 | Oct 17, 2023 |
| Miller D Robins | Raymond James Financial Services Advisors, Inc BD affiliated | Captrust institutional | Other | Oct 23, 2023 | Oct 18, 2023 |
| Charles Murphy Paderick | Raymond James Financial Services Advisors, Inc BD affiliated | Captrust institutional | Other | Oct 23, 2023 | Oct 18, 2023 |
| Renee Davis Thomas | Raymond James Financial Services Advisors, Inc BD affiliated | Captrust institutional | Other | Oct 23, 2023 | Oct 18, 2023 |
| Darren Bobley | Raymond James Financial Services Advisors, Inc BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Oct 19, 2023 | Oct 16, 2023 |
| Bruce Allen Lewin | Raymond James Financial Services Advisors, Inc BD affiliated | RBC Capital Markets, LLC national BD | Affiliated broker-dealer or bank to another | Oct 19, 2023 | Oct 17, 2023 |
| Kibb Harlon King | Raymond James Financial Services Advisors, Inc BD affiliated | RBC Capital Markets, LLC national BD | Affiliated broker-dealer or bank to another | Oct 18, 2023 | Oct 17, 2023 |
| Christopher Ryan Mcneal | Raymond James Financial Services Advisors, Inc BD affiliated | RBC Capital Markets, LLC national BD | Affiliated broker-dealer or bank to another | Oct 18, 2023 | Oct 17, 2023 |
| Carly Marie Jeavons | Raymond James Financial Services Advisors, Inc BD affiliated | Root Financial Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 18, 2023 | Nov 16, 2023 |
| Jacqueline T Kulle | Raymond James Financial Services Advisors, Inc BD affiliated | Raymond James & Associates, Inc. national BD | Affiliated broker-dealer or bank to another | Oct 18, 2023 | Jan 29, 2025 (469 d) |
| Robert Cade Russell | Raymond James Financial Services Advisors, Inc BD affiliated | Sagespring Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 18, 2023 | Oct 23, 2023 |
| Bartholomew Timothy-Dylan Mackler | Raymond James Financial Services Advisors, Inc BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 17, 2023 | Oct 16, 2023 |
| Matthew Jay Clay | Raymond James Financial Services Advisors, Inc BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Oct 12, 2023 | Oct 2, 2023 |
| Jared Bryce Roskelley | Raymond James Financial Services Advisors, Inc BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Oct 12, 2023 | Oct 2, 2023 |
| Kyle Lee Robertson | Raymond James Financial Services Advisors, Inc BD affiliated | Jackson Roskelley Wealth Advisors, Inc. unclassified | Other | Oct 12, 2023 | Mar 27, 2018 |
| Emma Hazel Cramm | Raymond James Financial Services Advisors, Inc BD affiliated | Goldman Sachs Wealth Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Oct 12, 2023 | Nov 6, 2023 |
| Jessica Smith | Raymond James Financial Services Advisors, Inc BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Oct 12, 2023 | Nov 8, 2023 |
| Matthew Joseph Tinyo | Raymond James Financial Services Advisors, Inc BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Oct 11, 2023 | Oct 2, 2023 |
| Nathan Ellerbee | Raymond James Financial Services Advisors, Inc BD affiliated | Raymond James & Associates, Inc. national BD | Affiliated broker-dealer or bank to another | Oct 9, 2023 | Jan 22, 2020 |
| Stephen Tallmadge Kernahan | Raymond James Financial Services Advisors, Inc BD affiliated | Pruco Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 6, 2023 | Oct 17, 2023 |
| Joseph Kabaki | Raymond James Financial Services Advisors, Inc BD affiliated | Jackson Roskelley Wealth Advisors, Inc. unclassified | Other | Oct 6, 2023 | Sep 9, 2019 |
| Samuel Allen Marrella | Raymond James Financial Services Advisors, Inc BD affiliated | Marrella Private Wealth, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 3, 2023 | Oct 5, 2023 |
| Daneen Marie Weaver | Raymond James Financial Services Advisors, Inc BD affiliated | Marrella Private Wealth, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 3, 2023 | Oct 2, 2023 |
| Neil Charles Garrison | Raymond James Financial Services Advisors, Inc BD affiliated | Oneseven independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 3, 2023 | Sep 29, 2023 |
| Paul Leonard Marrella | Raymond James Financial Services Advisors, Inc BD affiliated | Marrella Private Wealth, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 3, 2023 | Oct 2, 2023 |
| Tanya Dee Gilliam | Raymond James Financial Services Advisors, Inc BD affiliated | Berry Wealth Group no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 3, 2023 | Sep 29, 2023 |
| Michelle Leigh Berry | Raymond James Financial Services Advisors, Inc BD affiliated | Berry Wealth Group no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 3, 2023 | Sep 27, 2023 |
| Sally Harris Branson | Raymond James Financial Services Advisors, Inc BD affiliated | Texas Family Wealth, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 3, 2023 | Oct 6, 2023 |
| Jacob Edward Mccarney | Raymond James Financial Services Advisors, Inc BD affiliated | Next Level Wealth Planning, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 3, 2023 | Oct 2, 2023 |
| Christopher Daniel Long | Raymond James Financial Services Advisors, Inc BD affiliated | Intentional Wealth Strategies unclassified | Other | Oct 3, 2023 | May 11, 2018 |
| Harris Brett Hanson | Raymond James Financial Services Advisors, Inc BD affiliated | Texas Family Wealth, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 3, 2023 | Oct 3, 2023 |
| Richard Lehmann Carroll | Raymond James Financial Services Advisors, Inc BD affiliated | Intentional Wealth Strategies unclassified | Other | Oct 3, 2023 | Aug 7, 2020 |
| Christopher William Bacon | Raymond James Financial Services Advisors, Inc BD affiliated | Oneseven independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 3, 2023 | Sep 29, 2023 |
| Michael Fowler Aboussie | Raymond James Financial Services Advisors, Inc BD affiliated | Next Level Wealth Planning, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 3, 2023 | Oct 2, 2023 |
| Samuel Allen Marrella | Raymond James Financial Services Advisors, Inc BD affiliated | Marrella Private Wealth, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 3, 2023 | Oct 2, 2023 |
| Zachary Paul Anderson | Raymond James Financial Services Advisors, Inc BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Oct 3, 2023 | Jul 1, 2024 (272 d) |
| Lukas Austin Thill | Raymond James Financial Services Advisors, Inc BD affiliated | Oneseven independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 3, 2023 | Sep 29, 2023 |
| Gail Taylor Mercer | Raymond James Financial Services Advisors, Inc BD affiliated | Oneseven independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 2, 2023 | Sep 29, 2023 |
| Chad Thomas Majors | Raymond James Financial Services Advisors, Inc BD affiliated | Next Level Wealth Planning, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Oct 2, 2023 | Oct 2, 2023 |
| Gregory Allen Cooper | Raymond James Financial Services Advisors, Inc BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Sep 28, 2023 | Sep 22, 2023 |
| Kaleigh Stovall Shipman | Raymond James Financial Services Advisors, Inc BD affiliated | Raymond James & Associates, Inc. national BD | Affiliated broker-dealer or bank to another | Sep 28, 2023 | Sep 27, 2023 |
| Stephen James Patterson | Raymond James Financial Services Advisors, Inc BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Sep 27, 2023 | Sep 15, 2023 |
| Ryan Luther Bodin | Raymond James Financial Services Advisors, Inc BD affiliated | Vanderbilt Advisory Services BD affiliated | Affiliated broker-dealer or bank to another | Sep 26, 2023 | Sep 19, 2023 |
| John Michael Schindler | Raymond James Financial Services Advisors, Inc BD affiliated | Creative Planning Institutional Advisors, LLC institutional | Other | Sep 25, 2023 | Nov 14, 2023 (50 d) |
| Colleen Nesslar | Raymond James Financial Services Advisors, Inc BD affiliated | Wealth Enhancement Advisory Services, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 20, 2023 | Sep 29, 2023 |
| Peter William Pastman | Raymond James Financial Services Advisors, Inc BD affiliated | Commonwealth Financial Network national BD | Affiliated broker-dealer or bank to another | Sep 20, 2023 | Sep 19, 2023 |
| Deanna Jean Miller | Raymond James Financial Services Advisors, Inc BD affiliated | Form Wealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 19, 2023 | Jun 1, 2023 |
| Shawna D Norris | Raymond James Financial Services Advisors, Inc BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Sep 15, 2023 | Nov 16, 2023 (62 d) |
3,741 moves match.