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 Florida Financial Advisors, LLC
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 |
|---|---|---|---|---|---|
| David Eric Globke | Florida Financial Advisors, LLC BD affiliated | Lat Wealth Financial Advisors state registered | Affiliated broker-dealer or bank to a state-registered adviser | Sep 15, 2026 | Sep 9, 2026 |
| Stephen Andrew Leggett | Florida Financial Advisors, LLC BD affiliated | Advisory Services Network independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 15, 2026 | Sep 16, 2026 |
| Colin Hopkins | Florida Financial Advisors, LLC BD affiliated | LPL Enterprise, LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 3, 2026 | Sep 9, 2026 |
| Carlos Esquivia-Cruz | Florida Financial Advisors, LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 1, 2026 | Aug 31, 2026 |
| Nicholas Reed Fullerton | Florida Financial Advisors, LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 1, 2026 | Aug 31, 2026 |
| Dakota Dane Colonese | Florida Financial Advisors, LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 1, 2026 | Aug 31, 2026 |
| Dylen D'Aurora | Florida Financial Advisors, LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 1, 2026 | Aug 31, 2026 |
| Colton Stanton Green | Florida Financial Advisors, LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 1, 2026 | Aug 31, 2026 |
| Jackson Hulgan | Florida Financial Advisors, LLC BD affiliated | Advisory Services Network independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 27, 2026 | Aug 26, 2026 |
| Emmanuel Abednego Rivers | Florida Financial Advisors, LLC BD affiliated | Advisory Services Network independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 27, 2026 | Aug 18, 2026 |
| Waley Zhao | Florida Financial Advisors, LLC BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Aug 18, 2026 | Aug 27, 2026 |
| Connor Michael Crayne | Florida Financial Advisors, LLC BD affiliated | Modera Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 13, 2026 | Aug 17, 2026 |
| Sebastien Thomas Gilles | Florida Financial Advisors, LLC BD affiliated | Van Clemens Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 30, 2026 | Aug 3, 2026 |
| Wesley Chatam Winston | Florida Financial Advisors, LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 23, 2026 | Sep 3, 2026 (42 d) |
| Robert Spadetti | Florida Financial Advisors, LLC BD affiliated | Raymond James & Associates, Inc. national BD | Affiliated broker-dealer or bank to another | Jul 21, 2026 | Jul 27, 2026 |
| Naylor Coursen Stone | Florida Financial Advisors, LLC BD affiliated | Captrust institutional | Other | Jul 14, 2026 | Aug 19, 2026 (36 d) |
| Jonathan Williams | Florida Financial Advisors, LLC BD affiliated | Edward Jones national BD | Affiliated broker-dealer or bank to another | Jul 9, 2026 | Aug 17, 2026 (39 d) |
| Connor Goodwin | Florida Financial Advisors, LLC BD affiliated | Cg Capital Wealth LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Jun 30, 2026 | Aug 19, 2026 (50 d) |
| James A Bell | Florida Financial Advisors, LLC BD affiliated | Potomac asset manager | Other | Jun 30, 2026 | Jul 23, 2026 |
| Luke Michael Holloway | Florida Financial Advisors, LLC BD affiliated | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Jun 23, 2026 | Sep 10, 2026 (79 d) |
| Aldo Perez | Florida Financial Advisors, LLC BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Jun 23, 2026 | Aug 25, 2026 (63 d) |
| Shannon David Kendrick | Florida Financial Advisors, LLC BD affiliated | Cambridge Investment Research Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 18, 2026 | Jul 1, 2026 |
| Hayden Paul Silverman | Florida Financial Advisors, LLC BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 10, 2026 | Jun 15, 2026 |
| John Reitz | Florida Financial Advisors, LLC BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Jun 4, 2026 | Jun 5, 2026 |
| Virgil Nathaniel Sweet | Florida Financial Advisors, LLC BD affiliated | Impact Partnership Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 4, 2026 | Jun 23, 2026 |
| Elijah Louis Cummins-Mikkalson | Florida Financial Advisors, LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 4, 2026 | Sep 16, 2026 (104 d) |
| Austin Wallace | Florida Financial Advisors, LLC BD affiliated | The Life Wealth Group independent RIA | Affiliated broker-dealer or bank to independent RIA | May 28, 2026 | Jun 16, 2026 |
| Samuel Heise | Florida Financial Advisors, LLC BD affiliated | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | May 28, 2026 | Aug 5, 2026 (69 d) |
| John Caius Moorhouse Dorsey | Florida Financial Advisors, LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | May 28, 2026 | Aug 19, 2026 (83 d) |
| Carter Sterling Benton | Florida Financial Advisors, LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | May 21, 2026 | Jul 14, 2026 (54 d) |
| Ian Macpherson Garrett | Florida Financial Advisors, LLC BD affiliated | Valic Financial Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 19, 2026 | Jun 23, 2026 (35 d) |
| Sean Joseph Trottier | Florida Financial Advisors, LLC BD affiliated | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | May 19, 2026 | Jun 10, 2026 |
| Jackson Woods | Florida Financial Advisors, LLC BD affiliated | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | May 12, 2026 | Jul 24, 2026 (73 d) |
| Kevin C Maroney | Florida Financial Advisors, LLC BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | May 5, 2026 | Jun 2, 2026 |
| Luke K Jayne | Florida Financial Advisors, LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | May 5, 2026 | May 14, 2026 |
| Charles Haze Matthews | Florida Financial Advisors, LLC BD affiliated | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 30, 2026 | Jun 3, 2026 (34 d) |
| Guilen Sebastian Brandon | Florida Financial Advisors, LLC BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Apr 30, 2026 | Sep 9, 2026 (132 d) |
| Mattias Sebsbie | Florida Financial Advisors, LLC BD affiliated | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 27, 2026 | Jul 2, 2026 (66 d) |
| Liam Leo Keefe | Florida Financial Advisors, LLC BD affiliated | Alliancebernstein L.P. other | Other | Apr 27, 2026 | Jun 22, 2026 (56 d) |
| Cormac Kevin Lynch | Florida Financial Advisors, LLC BD affiliated | Cannon Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 23, 2026 | Jun 3, 2026 (41 d) |
| John Robert Holmes | Florida Financial Advisors, LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Apr 21, 2026 | May 28, 2026 (37 d) |
| Austin Matthew Adamcewicz | Florida Financial Advisors, LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 21, 2026 | Apr 27, 2026 |
| Dariel Roque | Florida Financial Advisors, LLC BD affiliated | Charles Schwab & Co., Inc. national BD | Affiliated broker-dealer or bank to another | Apr 14, 2026 | Apr 17, 2026 |
| Taylor James Nettis | Florida Financial Advisors, LLC BD affiliated | Focus Partners Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 9, 2026 | Aug 6, 2026 (119 d) |
| Alexander Lewis Bedford | Florida Financial Advisors, LLC BD affiliated | Modera Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 9, 2026 | Jun 9, 2026 (61 d) |
| Zachary Paul Gupta | Florida Financial Advisors, LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 7, 2026 | Apr 15, 2026 |
| Nahim Dewan | Florida Financial Advisors, LLC BD affiliated | Thrivent Investment Management Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 7, 2026 | Jul 1, 2026 (85 d) |
| Simon James Korby | Florida Financial Advisors, LLC BD affiliated | Empower Advisory Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 31, 2026 | Jul 28, 2026 (119 d) |
| Louis Daniel Manzella | Florida Financial Advisors, LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 31, 2026 | May 15, 2026 (45 d) |
| Gavin Changour | Florida Financial Advisors, LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 31, 2026 | Apr 16, 2026 |
| Jack Ryan Mcmichael | Florida Financial Advisors, LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 31, 2026 | Sep 16, 2026 (169 d) |
| Andrew Arndt | Florida Financial Advisors, LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 26, 2026 | May 13, 2026 (48 d) |
| Jack Dalton | Florida Financial Advisors, LLC BD affiliated | Empower Advisory Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 17, 2026 | Jun 19, 2026 (94 d) |
| Ty William Powell | Florida Financial Advisors, LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 12, 2026 | Mar 20, 2026 |
| Karl Keller Lambert | Florida Financial Advisors, LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 12, 2026 | Apr 17, 2026 (36 d) |
| Isabella Kathryn Richard | Florida Financial Advisors, LLC BD affiliated | Waterloo Capital independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 12, 2026 | Apr 17, 2026 (36 d) |
| Mikai Hunt | Florida Financial Advisors, LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 12, 2026 | Apr 7, 2026 |
| James Truong | Florida Financial Advisors, LLC BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Mar 12, 2026 | May 28, 2026 (77 d) |
| Laporsha Campbell | Florida Financial Advisors, LLC BD affiliated | Empower Advisory Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 12, 2026 | Jul 23, 2026 (133 d) |
| Adisesh Venkatesh | Florida Financial Advisors, LLC BD affiliated | UBS Financial Services Inc. wirehouse | Affiliated broker-dealer or bank to wirehouse | Mar 10, 2026 | May 15, 2026 (66 d) |
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390 moves match.