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.

AdvisorFromToTypeLeftRegistered
Alex Martin TaylorRaymond James Financial Services Advisors, Inc BD affiliatedMpa Wealth, LLC unclassifiedOtherAug 12, 2025Oct 5, 2023
Bradley J JarabekRaymond James Financial Services Advisors, Inc BD affiliatedAmeritas Advisory Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherAug 12, 2025Aug 12, 2025
Bradyn David PapkeRaymond James Financial Services Advisors, Inc BD affiliatedCorient independent RIAAffiliated broker-dealer or bank to independent RIAAug 12, 2025Aug 14, 2025
Zachary E MobilianRaymond James Financial Services Advisors, Inc BD affiliatedMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAffiliated broker-dealer or bank to wirehouseAug 12, 2025Sep 23, 2025 (42 d)
Talia Rose CalhounRaymond James Financial Services Advisors, Inc BD affiliatedCorient independent RIAAffiliated broker-dealer or bank to independent RIAAug 12, 2025Aug 14, 2025
Marc Allen BrownRaymond James Financial Services Advisors, Inc BD affiliatedNfsg Corporation BD affiliatedAffiliated broker-dealer or bank to anotherAug 7, 2025Nov 14, 2025 (99 d)
Brandon Lee Van GoethenRaymond James Financial Services Advisors, Inc BD affiliatedPrime Capital Financial mixed wealthAffiliated broker-dealer or bank to independent RIAAug 6, 2025Aug 4, 2025
Alicia Coullier BorghiRaymond James Financial Services Advisors, Inc BD affiliatedZ3 Capital Partners no RAUMAffiliated broker-dealer or bank to a newly registered adviserAug 4, 2025Aug 4, 2025
Keith Thomas EmbreeRaymond James Financial Services Advisors, Inc BD affiliatedMercer Global Advisors Inc. independent RIAAffiliated broker-dealer or bank to independent RIAAug 4, 2025Aug 6, 2025
Scot Lee MorrisRaymond James Financial Services Advisors, Inc BD affiliatedZ3 Capital Partners no RAUMAffiliated broker-dealer or bank to a newly registered adviserAug 1, 2025Aug 4, 2025
Thomas Lee LamacchioRaymond James Financial Services Advisors, Inc BD affiliatedMercer Global Advisors Inc. independent RIAAffiliated broker-dealer or bank to independent RIAAug 1, 2025Aug 1, 2025
Nadia Kathleen KericRaymond James Financial Services Advisors, Inc BD affiliatedMercer Global Advisors Inc. independent RIAAffiliated broker-dealer or bank to independent RIAAug 1, 2025Aug 6, 2025
Carmen M LaughlinRaymond James Financial Services Advisors, Inc BD affiliatedRaymond James & Associates, Inc. national BDAffiliated broker-dealer or bank to anotherJul 31, 2025Sep 22, 2025 (53 d)
Christopher Gerald AndersonRaymond James Financial Services Advisors, Inc BD affiliatedCommonwealth Financial Network national BDAffiliated broker-dealer or bank to anotherJul 30, 2025Jul 25, 2025
Adam Alan PaalRaymond James Financial Services Advisors, Inc BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherJul 30, 2025Oct 3, 2025 (65 d)
Jeffrey William FitzRaymond James Financial Services Advisors, Inc BD affiliatedStratos Wealth Partners, Ltd BD affiliatedAffiliated broker-dealer or bank to anotherJul 23, 2025Jul 22, 2025
Brandon Laine AdkinsRaymond James Financial Services Advisors, Inc BD affiliatedEdward Jones national BDAffiliated broker-dealer or bank to anotherJul 23, 2025Aug 1, 2025
Steven Jeffrey TuckerRaymond James Financial Services Advisors, Inc BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseJul 21, 2025Aug 6, 2025
Michael TartariniRaymond James Financial Services Advisors, Inc BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherJul 21, 2025Aug 19, 2025
Travis B SisslerRaymond James Financial Services Advisors, Inc BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseJul 16, 2025Jul 10, 2025
William Cullen FergusonRaymond James Financial Services Advisors, Inc BD affiliatedCarter Advisory Services, Inc state registeredAffiliated broker-dealer or bank to a state-registered adviserJul 15, 2025May 17, 2024
Summer MatthewsRaymond James Financial Services Advisors, Inc BD affiliatedTd Private Client Wealth LLC BD affiliatedAffiliated broker-dealer or bank to anotherJul 14, 2025Aug 11, 2025
Victoria Jean HochRaymond James Financial Services Advisors, Inc BD affiliatedIndependent Advisor Alliance, LLC otherOtherJul 8, 2025Aug 4, 2025
Sean Thomas MarrinRaymond James Financial Services Advisors, Inc BD affiliatedRaymond James & Associates, Inc. national BDAffiliated broker-dealer or bank to anotherJul 3, 2025Jan 28, 2020
Jaime SettlesRaymond James Financial Services Advisors, Inc BD affiliatedPnc Wealth Management BD affiliatedAffiliated broker-dealer or bank to anotherJul 3, 2025Aug 6, 2025 (34 d)
Daniel Joseph BowlerRaymond James Financial Services Advisors, Inc BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherJul 2, 2025Jun 27, 2025
Kimiko InoueRaymond James Financial Services Advisors, Inc BD affiliatedManhattan Global Asset Management LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserJul 2, 2025Apr 15, 2025
William Dale ThomasRaymond James Financial Services Advisors, Inc BD affiliatedOneseven independent RIAAffiliated broker-dealer or bank to independent RIAJul 1, 2025Jul 4, 2025
Matthew Girard WracherRaymond James Financial Services Advisors, Inc BD affiliatedOneseven independent RIAAffiliated broker-dealer or bank to independent RIAJul 1, 2025Jul 4, 2025
Christine Anne PavelRaymond James Financial Services Advisors, Inc BD affiliatedKeating Financial Advisory Services institutionalOtherJul 1, 2025Apr 17, 2019
Jeffery Scott SpicerRaymond James Financial Services Advisors, Inc BD affiliatedOneseven independent RIAAffiliated broker-dealer or bank to independent RIAJul 1, 2025Jul 7, 2025
Jason Christopher DilauroRaymond James Financial Services Advisors, Inc BD affiliatedOneseven independent RIAAffiliated broker-dealer or bank to independent RIAJul 1, 2025Jul 4, 2025
Anthony John PozziRaymond James Financial Services Advisors, Inc BD affiliatedKeating Financial Advisory Services institutionalOtherJul 1, 2025May 9, 2025
Anthony Gerard HaydenRaymond James Financial Services Advisors, Inc BD affiliatedIntegrated Wealth Concepts LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 1, 2025Sep 15, 2026 (441 d)
Gregory P HillRaymond James Financial Services Advisors, Inc BD affiliatedIntegrated Wealth Concepts LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 1, 2025Jan 2, 2026 (185 d)
Robert Matthew DepalmaRaymond James Financial Services Advisors, Inc BD affiliatedOneseven independent RIAAffiliated broker-dealer or bank to independent RIAJul 1, 2025Jul 4, 2025
John Ryan MannRaymond James Financial Services Advisors, Inc BD affiliatedSpari, Inc. no RAUMOtherJul 1, 2025Jun 29, 2015
David Lynn ArcherRaymond James Financial Services Advisors, Inc BD affiliatedOneseven independent RIAAffiliated broker-dealer or bank to independent RIAJul 1, 2025Jul 4, 2025
James David NortonRaymond James Financial Services Advisors, Inc BD affiliatedIntegrated Wealth Concepts LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 1, 2025Jan 2, 2026 (185 d)
Mary Beth KraszewskiRaymond James Financial Services Advisors, Inc BD affiliatedSpari, Inc. no RAUMOtherJul 1, 2025Jun 29, 2015
Jonathan William LarsenRaymond James Financial Services Advisors, Inc BD affiliatedKeating Financial Advisory Services institutionalOtherJul 1, 2025May 9, 2025
Benjamin Garfield FairRaymond James Financial Services Advisors, Inc BD affiliatedKeating Financial Advisory Services institutionalOtherJul 1, 2025Dec 16, 2016
Nathan William CopeRaymond James Financial Services Advisors, Inc BD affiliatedOneseven independent RIAAffiliated broker-dealer or bank to independent RIAJul 1, 2025Jul 7, 2025
Timothy Karl WeddleRaymond James Financial Services Advisors, Inc BD affiliatedKeating Financial Advisory Services institutionalOtherJul 1, 2025Apr 25, 2014
Joshua Paul HillRaymond James Financial Services Advisors, Inc BD affiliatedKeating Financial Advisory Services institutionalOtherJul 1, 2025Jan 26, 2016
Laura Elizabeth WartaRaymond James Financial Services Advisors, Inc BD affiliatedKeating Financial Advisory Services institutionalOtherJul 1, 2025Jan 26, 2016
Bettie Claudette ZimmermanRaymond James Financial Services Advisors, Inc BD affiliatedKeating Financial Advisory Services institutionalOtherJul 1, 2025Dec 15, 2016
Christopher KlugRaymond James Financial Services Advisors, Inc BD affiliatedKeating Financial Advisory Services institutionalOtherJul 1, 2025Jul 26, 2022
Emily A ClaussenRaymond James Financial Services Advisors, Inc BD affiliatedKeating Financial Advisory Services institutionalOtherJul 1, 2025Dec 22, 2022
Racco Joseph DilauroRaymond James Financial Services Advisors, Inc BD affiliatedOneseven independent RIAAffiliated broker-dealer or bank to independent RIAJul 1, 2025Jul 2, 2025
Morgan Kennedy ZieglerRaymond James Financial Services Advisors, Inc BD affiliatedKeating Financial Advisory Services institutionalOtherJul 1, 2025Sep 17, 2020
Sean Matthew WracherRaymond James Financial Services Advisors, Inc BD affiliatedOneseven independent RIAAffiliated broker-dealer or bank to independent RIAJul 1, 2025Jul 2, 2025
Krista Rose HubertRaymond James Financial Services Advisors, Inc BD affiliatedKeating Financial Advisory Services institutionalOtherJul 1, 2025Oct 31, 2022
Geoffrey Richard DunmoreRaymond James Financial Services Advisors, Inc BD affiliatedKeating Financial Advisory Services institutionalOtherJul 1, 2025Sep 11, 2025 (72 d)
Brett Alan LarsonRaymond James Financial Services Advisors, Inc BD affiliatedKeating Financial Advisory Services institutionalOtherJul 1, 2025May 12, 2025
Andrew Philip BillardRaymond James Financial Services Advisors, Inc BD affiliatedKeating Financial Advisory Services institutionalOtherJul 1, 2025May 9, 2025
Bryson James MeinhardtRaymond James Financial Services Advisors, Inc BD affiliatedKeating Financial Advisory Services institutionalOtherJul 1, 2025Jan 3, 2023
Benjamin Amel JohnsonRaymond James Financial Services Advisors, Inc BD affiliatedKeating Financial Advisory Services institutionalOtherJul 1, 2025Jan 4, 2023
Michael Charles GardillRaymond James Financial Services Advisors, Inc BD affiliatedJ.P. Morgan Securities LLC wirehouseAffiliated broker-dealer or bank to wirehouseJul 1, 2025Dec 23, 2025 (175 d)
Gareth Andrew RohrRaymond James Financial Services Advisors, Inc BD affiliatedKeating Financial Advisory Services institutionalOtherJul 1, 2025Mar 27, 2025
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3,739 moves match.