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 |
|---|---|---|---|---|---|
| Katie Fehrman Edmonds | 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 |
| Torrey Harris | Raymond James Financial Services Advisors, Inc BD affiliated | Iht Wealth Management LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 13, 2026 | Feb 25, 2026 |
| Edwin Singh Gill | Raymond James Financial Services Advisors, Inc BD affiliated | Iht Wealth Management LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 13, 2026 | Feb 23, 2026 |
| Bailey Edmonds | 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 |
| Benjamin Bernard Haase | Raymond James Financial Services Advisors, Inc BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 12, 2026 | Feb 12, 2026 |
| William Lawrence White | Raymond James Financial Services Advisors, Inc BD affiliated | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 12, 2026 | Jul 28, 2026 (166 d) |
| Ronna De La Cruz Lao | Raymond James Financial Services Advisors, Inc BD affiliated | National Wealth Management Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 9, 2026 | May 28, 2026 (108 d) |
| Matthew Bliss Lane | Raymond James Financial Services Advisors, Inc BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Feb 6, 2026 | Feb 5, 2026 |
| Michael Christopher Damiano | Raymond James Financial Services Advisors, Inc BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Feb 6, 2026 | Mar 3, 2026 |
| Meshal Waqar | Raymond James Financial Services Advisors, Inc BD affiliated | Charles Schwab & Co., Inc. national BD | Affiliated broker-dealer or bank to another | Feb 6, 2026 | Feb 10, 2026 |
| Adam Paul Dorosky | Raymond James Financial Services Advisors, Inc BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Feb 4, 2026 | Apr 15, 2026 (70 d) |
| James Woodrow Hamilton | Raymond James Financial Services Advisors, Inc BD affiliated | Resurgent Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 4, 2026 | Feb 3, 2026 |
| Gina Franco-Calderon | Raymond James Financial Services Advisors, Inc BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Feb 3, 2026 | Apr 6, 2026 (62 d) |
| Jack Joseph Mangiafico | Raymond James Financial Services Advisors, Inc BD affiliated | LPL Enterprise, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 2, 2026 | Jun 15, 2026 (133 d) |
| Brandon Scott Sickmiller | Raymond James Financial Services Advisors, Inc BD affiliated | Vestia Personal Wealth Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 30, 2026 | Feb 25, 2026 |
| Joseph Morgan Donaldson | Raymond James Financial Services Advisors, Inc BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 28, 2026 | Jan 26, 2026 |
| Andrew Jay Greene | Raymond James Financial Services Advisors, Inc BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 28, 2026 | Jan 26, 2026 |
| Jewel Hockett | Raymond James Financial Services Advisors, Inc BD affiliated | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 23, 2026 | Feb 17, 2026 |
| Jeff Fjeldheim | Raymond James Financial Services Advisors, Inc BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Jan 14, 2026 | Jan 9, 2026 |
| Scott Joseph Ast | Raymond James Financial Services Advisors, Inc BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 14, 2026 | Jan 12, 2026 |
| Grant Mitchell Cholley | Raymond James Financial Services Advisors, Inc BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 14, 2026 | Jan 14, 2026 |
| Michael Ryan Busse | Raymond James Financial Services Advisors, Inc BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 14, 2026 | Jan 12, 2026 |
| Michael Anthony Petrosian | Raymond James Financial Services Advisors, Inc BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 13, 2026 | Jan 12, 2026 |
| Laurence Donald Brown | Raymond James Financial Services Advisors, Inc BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 13, 2026 | Jan 8, 2026 |
| Chad Micheal Babin | Raymond James Financial Services Advisors, Inc BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 13, 2026 | Jan 7, 2026 |
| John Charles Reynolds | Raymond James Financial Services Advisors, Inc BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 12, 2026 | Jan 7, 2026 |
| Matthew Wayne Schmidt | Raymond James Financial Services Advisors, Inc BD affiliated | Raymond James & Associates, Inc. national BD | Affiliated broker-dealer or bank to another | Jan 12, 2026 | Jan 13, 2026 |
| Joseph Allen Luchini | Raymond James Financial Services Advisors, Inc BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Jan 9, 2026 | Jan 7, 2026 |
| Thomas James Langer | Raymond James Financial Services Advisors, Inc BD affiliated | Uhlmann Investment Management, L.L.C. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 9, 2026 | Jan 12, 2026 |
| Michael Blake Crosby | Raymond James Financial Services Advisors, Inc BD affiliated | Foster Victor independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 7, 2026 | Jan 30, 2026 |
| Suzanne Marie Hazlett | Raymond James Financial Services Advisors, Inc BD affiliated | Hazlett Wealth Management LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Dec 31, 2025 | Jan 2, 2026 |
| Melissa Ann Kelly | Raymond James Financial Services Advisors, Inc BD affiliated | D.A. Davidson & Co. independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 31, 2025 | Mar 2, 2026 (61 d) |
| Carey Marie Joseph | Raymond James Financial Services Advisors, Inc BD affiliated | Raymond James & Associates, Inc. national BD | Affiliated broker-dealer or bank to another | Dec 31, 2025 | Aug 1, 2024 |
| Steven Ford | Raymond James Financial Services Advisors, Inc BD affiliated | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 31, 2025 | Jan 2, 2026 |
| Hugh Miller Arant | Raymond James Financial Services Advisors, Inc BD affiliated | Mag Cap independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 31, 2025 | Jan 8, 2026 |
| Connor James Corkery | Raymond James Financial Services Advisors, Inc BD affiliated | Raymond James & Associates, Inc. national BD | Affiliated broker-dealer or bank to another | Dec 31, 2025 | Feb 3, 2026 (34 d) |
| Dylan Alexander Brooks | Raymond James Financial Services Advisors, Inc BD affiliated | Wealth Enhancement Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 31, 2025 | Jan 2, 2026 |
| J Todd Hunter Keith | Raymond James Financial Services Advisors, Inc BD affiliated | Savant Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 26, 2025 | Feb 9, 2026 (45 d) |
| Ronald Kudlacek | Raymond James Financial Services Advisors, Inc BD affiliated | Cetera Planning Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 23, 2025 | Dec 23, 2025 |
| Charles James Regan | Raymond James Financial Services Advisors, Inc BD affiliated | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Dec 23, 2025 | Feb 6, 2026 (45 d) |
| John Bradley Wilson | Raymond James Financial Services Advisors, Inc BD affiliated | Cetera Planning Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 22, 2025 | Jan 7, 2026 |
| Dionne Michelle Terzoli | Raymond James Financial Services Advisors, Inc BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 22, 2025 | Mar 10, 2026 (78 d) |
| Catherine Savara Mcdaniel | Raymond James Financial Services Advisors, Inc BD affiliated | Cetera Planning Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 22, 2025 | Dec 22, 2025 |
| Timothy Joseph Pulicare | Raymond James Financial Services Advisors, Inc BD affiliated | Raymond James & Associates, Inc. national BD | Affiliated broker-dealer or bank to another | Dec 22, 2025 | Jan 14, 2026 |
| Jeffrey Daniel Stahl | Raymond James Financial Services Advisors, Inc BD affiliated | Cetera Planning Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 22, 2025 | Jan 5, 2026 |
| Jeffrey Donor Barrera | Raymond James Financial Services Advisors, Inc BD affiliated | Miramontes Capital, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 19, 2025 | Nov 21, 2025 |
| Sarah Marie Stubbs | Raymond James Financial Services Advisors, Inc BD affiliated | Willow Creek Capital Management, Inc. no RAUM | Other | Dec 18, 2025 | Dec 9, 2025 |
| Bradley Kirk Sears | Raymond James Financial Services Advisors, Inc BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 17, 2025 | Jul 21, 2026 (216 d) |
| Shannon Reid | Raymond James Financial Services Advisors, Inc BD affiliated | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Dec 16, 2025 | Jan 29, 2026 (44 d) |
| Alex Marcus David | Raymond James Financial Services Advisors, Inc BD affiliated | Esi Financial Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 15, 2025 | Dec 12, 2025 |
| Brady Rawls Rouse | Raymond James Financial Services Advisors, Inc BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Dec 11, 2025 | Dec 10, 2025 |
| Michael Sean Butler | Raymond James Financial Services Advisors, Inc BD affiliated | Farther independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 10, 2025 | Dec 23, 2025 |
| Judea Tiffany Seward | Raymond James Financial Services Advisors, Inc BD affiliated | Northwestern Mutual Investment Services,LLC no RAUM | Other | Dec 8, 2025 | May 11, 2026 (154 d) |
| John Thurman Everett | Raymond James Financial Services Advisors, Inc BD affiliated | Argent Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 5, 2025 | Dec 9, 2025 |
| Christian Cummins | Raymond James Financial Services Advisors, Inc BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Dec 4, 2025 | Jun 3, 2026 (181 d) |
| Tyler Lahey | Raymond James Financial Services Advisors, Inc BD affiliated | Strategic Advisers LLC national BD | Affiliated broker-dealer or bank to another | Dec 3, 2025 | Feb 26, 2026 (85 d) |
| Richard James Kilroy | Raymond James Financial Services Advisors, Inc BD affiliated | Raymond James & Associates, Inc. national BD | Affiliated broker-dealer or bank to another | Dec 2, 2025 | Dec 21, 2022 |
| Paul Christian Allen | Raymond James Financial Services Advisors, Inc BD affiliated | Newedge Advisors BD affiliated | Affiliated broker-dealer or bank to another | Dec 1, 2025 | Dec 1, 2025 |
| Heather Lynn Beckwith | Raymond James Financial Services Advisors, Inc BD affiliated | Newedge Advisors BD affiliated | Affiliated broker-dealer or bank to another | Dec 1, 2025 | Dec 2, 2025 |
| Caleb Robert David Boy | Raymond James Financial Services Advisors, Inc BD affiliated | Newedge Advisors BD affiliated | Affiliated broker-dealer or bank to another | Dec 1, 2025 | Dec 1, 2025 |
3,734 moves match.