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.
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 |
|---|---|---|---|---|---|
| Stefanie Lynn Creencia | Raymond James Financial Services Advisors, Inc BD affiliated | Edward Jones national BD | Affiliated broker-dealer or bank to another | Apr 29, 2026 | Apr 24, 2026 |
| Jeremy Hancock | Raymond James Financial Services Advisors, Inc BD affiliated | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 29, 2026 | May 4, 2026 |
| Ronald Joseph Kitchens | Raymond James Financial Services Advisors, Inc BD affiliated | Edward Jones national BD | Affiliated broker-dealer or bank to another | Apr 29, 2026 | Apr 27, 2026 |
| John Clay Dollar | Raymond James Financial Services Advisors, Inc BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 29, 2026 | May 4, 2026 |
| Morgan Furey | Raymond James Financial Services Advisors, Inc BD affiliated | Empower Advisory Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 29, 2026 | Jul 21, 2026 (83 d) |
| Jason Scott Freeby | Raymond James Financial Services Advisors, Inc BD affiliated | Gds Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 29, 2026 | Jun 4, 2026 (36 d) |
| Charles William Keeley | Raymond James Financial Services Advisors, Inc BD affiliated | Edelman Financial Engines independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 27, 2026 | Apr 29, 2026 |
| Augustus Joseph Konz | Raymond James Financial Services Advisors, Inc BD affiliated | Latticework Investment Management state registered | Affiliated broker-dealer or bank to a state-registered adviser | Apr 22, 2026 | Jul 1, 2026 (70 d) |
| Timothy Jeffrey Reik | Raymond James Financial Services Advisors, Inc BD affiliated | Reik Wealth Management, Inc. state registered | Affiliated broker-dealer or bank to a state-registered adviser | Apr 21, 2026 | Apr 20, 2026 |
| Preston Lee Werth | Raymond James Financial Services Advisors, Inc BD affiliated | Latticework Investment Management state registered | Affiliated broker-dealer or bank to a state-registered adviser | Apr 20, 2026 | Jul 1, 2026 (72 d) |
| Joseph Michael Morphew | Raymond James Financial Services Advisors, Inc BD affiliated | Mdrn Capital independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 13, 2026 | Mar 12, 2026 |
| Robert Graham Pitt | Raymond James Financial Services Advisors, Inc BD affiliated | Mauney-Pitt Financial Management, Inc. no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Apr 2, 2026 | Mar 31, 2026 |
| Susan Ann Estep | Raymond James Financial Services Advisors, Inc BD affiliated | Willow Creek Capital Management, Inc. no RAUM | Other | Apr 2, 2026 | Dec 9, 2025 |
| Patrick Lawrence Mauney | Raymond James Financial Services Advisors, Inc BD affiliated | Mauney-Pitt Financial Management, Inc. no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Apr 2, 2026 | Mar 31, 2026 |
| Nicholas Silberschlag | Raymond James Financial Services Advisors, Inc BD affiliated | Oneseven independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 2, 2026 | Apr 13, 2026 |
| Jason Legrand Slade | Raymond James Financial Services Advisors, Inc BD affiliated | Oneseven independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 2, 2026 | Apr 9, 2026 |
| Christopher R Mariner | Raymond James Financial Services Advisors, Inc BD affiliated | Oneseven independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 2, 2026 | Apr 14, 2026 |
| Brian Dennis Trimble | Raymond James Financial Services Advisors, Inc BD affiliated | Oneseven independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 2, 2026 | Apr 10, 2026 |
| David Anthony Weber | Raymond James Financial Services Advisors, Inc BD affiliated | Willow Creek Capital Management, Inc. no RAUM | Other | Apr 2, 2026 | Dec 9, 2025 |
| Derek Glenn Trythall | Raymond James Financial Services Advisors, Inc BD affiliated | Oneseven independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 2, 2026 | Apr 9, 2026 |
| Garry Robert Martin | Raymond James Financial Services Advisors, Inc BD affiliated | Symphony Financial, Ltd. Co. independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 1, 2026 | Apr 6, 2026 |
| Jake T Ciancio | Raymond James Financial Services Advisors, Inc BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 1, 2026 | Jul 6, 2026 (96 d) |
| Donald Craig Johnson | Raymond James Financial Services Advisors, Inc BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Mar 30, 2026 | Mar 27, 2026 |
| Travis Raymond Stivender | Raymond James Financial Services Advisors, Inc BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Mar 30, 2026 | Mar 30, 2026 |
| Donald Howard Johnson | Raymond James Financial Services Advisors, Inc BD affiliated | Johnson Stivender Wealth Advisors, Inc. unclassified | Other | Mar 30, 2026 | Aug 15, 2014 |
| Samantha Lutz | Raymond James Financial Services Advisors, Inc BD affiliated | Raymond James & Associates, Inc. national BD | Affiliated broker-dealer or bank to another | Mar 27, 2026 | Mar 26, 2026 |
| Shawn Thomas Keisuke Mccarthy | Raymond James Financial Services Advisors, Inc BD affiliated | &Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 26, 2026 | Sep 8, 2026 (166 d) |
| Tyler Donald Neary | Raymond James Financial Services Advisors, Inc BD affiliated | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 24, 2026 | Mar 24, 2026 |
| Daniel Joseph Witherspoon | Raymond James Financial Services Advisors, Inc BD affiliated | Lifewise Wealth Advisors no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Mar 19, 2026 | Jul 27, 2026 (130 d) |
| Timothy Blane Akers | Raymond James Financial Services Advisors, Inc BD affiliated | Mission Wealth Management, LP independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 19, 2026 | Mar 23, 2026 |
| Mary Katherine Sheahan | Raymond James Financial Services Advisors, Inc BD affiliated | Center For Financial Planning Inc independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 16, 2026 | Feb 25, 2026 |
| Mallory Lynn Hunt | Raymond James Financial Services Advisors, Inc BD affiliated | Center For Financial Planning Inc independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 12, 2026 | Feb 25, 2026 |
| Jeanette Frances Lopiccolo | Raymond James Financial Services Advisors, Inc BD affiliated | Center For Financial Planning Inc independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 12, 2026 | Feb 27, 2026 |
| Stephen Allen Sample | Raymond James Financial Services Advisors, Inc BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Mar 11, 2026 | Mar 24, 2026 |
| Peter John Freidel | Raymond James Financial Services Advisors, Inc BD affiliated | Thepartners Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 10, 2026 | Apr 1, 2026 |
| Jordan Hyde Domin | Raymond James Financial Services Advisors, Inc BD affiliated | Raymond James & Associates, Inc. national BD | Affiliated broker-dealer or bank to another | Mar 10, 2026 | Mar 10, 2026 |
| Robert Riehle | Raymond James Financial Services Advisors, Inc BD affiliated | Raymond James & Associates, Inc. national BD | Affiliated broker-dealer or bank to another | Mar 10, 2026 | Mar 10, 2026 |
| John Michael Comer | Raymond James Financial Services Advisors, Inc BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 4, 2026 | Mar 2, 2026 |
| Forest Busby | Raymond James Financial Services Advisors, Inc BD affiliated | Spc BD affiliated | Affiliated broker-dealer or bank to another | Mar 4, 2026 | Mar 2, 2026 |
| Jill Confer | Raymond James Financial Services Advisors, Inc BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Mar 4, 2026 | Feb 27, 2026 |
| Allen Lee Sasser | Raymond James Financial Services Advisors, Inc BD affiliated | Lincoln Investment independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 3, 2026 | May 12, 2026 (70 d) |
| Natalie Ann Piccolo | Raymond James Financial Services Advisors, Inc BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 2, 2026 | Aug 20, 2026 (171 d) |
| Francie Lynn Brown | Raymond James Financial Services Advisors, Inc BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Feb 25, 2026 | Mar 6, 2026 |
| Corinne Clare Brogan | Raymond James Financial Services Advisors, Inc BD affiliated | Mariner BD affiliated | Affiliated broker-dealer or bank to another | Feb 23, 2026 | May 20, 2026 (86 d) |
| Benjamin D Kuhlman | Raymond James Financial Services Advisors, Inc BD affiliated | Valentine Wealth Management state registered | Affiliated broker-dealer or bank to a state-registered adviser | Feb 23, 2026 | Mar 5, 2026 |
| Maurice Jean Stouse | Raymond James Financial Services Advisors, Inc BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 20, 2026 | Feb 20, 2026 |
| Zach J Bolden | Raymond James Financial Services Advisors, Inc BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 20, 2026 | Feb 20, 2026 |
| Amy Smith Parrish | Raymond James Financial Services Advisors, Inc BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 20, 2026 | Feb 22, 2026 |
| Davis Edward Parrish | Raymond James Financial Services Advisors, Inc BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 20, 2026 | Feb 20, 2026 |
| Susan Elaine Godbee | Raymond James Financial Services Advisors, Inc BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 19, 2026 | Apr 20, 2026 (60 d) |
| Maxwell Kopelman | Raymond James Financial Services Advisors, Inc BD affiliated | Focus Partners Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 19, 2026 | May 19, 2026 (89 d) |
| Nihad Basic | Raymond James Financial Services Advisors, Inc BD affiliated | Kestra Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 18, 2026 | Jul 2, 2026 (134 d) |
| Michael Philip Jensen | Raymond James Financial Services Advisors, Inc BD affiliated | Iht Wealth Management LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 17, 2026 | Feb 23, 2026 |
| Dylan Cole Simons | Raymond James Financial Services Advisors, Inc BD affiliated | Beacon Pointe Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 17, 2026 | Jun 10, 2026 (113 d) |
| Elissa Raye Levy | Raymond James Financial Services Advisors, Inc BD affiliated | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 17, 2026 | Feb 18, 2026 |
| Tucker Myers | Raymond James Financial Services Advisors, Inc BD affiliated | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Feb 17, 2026 | Feb 25, 2026 |
| Jeffery Scott Fehrman | Raymond James Financial Services Advisors, Inc BD affiliated | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 13, 2026 | Feb 13, 2026 |
| Barry Hill | Raymond James Financial Services Advisors, Inc BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Feb 13, 2026 | Feb 12, 2026 |
| Virginia Agee Gray | Raymond James Financial Services Advisors, Inc BD affiliated | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 13, 2026 | Feb 20, 2026 |
| Teresa Lynn Packer | Raymond James Financial Services Advisors, Inc BD affiliated | Charles Schwab & Co., Inc. national BD | Affiliated broker-dealer or bank to another | Feb 13, 2026 | Mar 3, 2026 |
3,734 moves match.