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 |
|---|---|---|---|---|---|
| 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) |
| Maximillian Mason Stewart | Florida Financial Advisors, LLC BD affiliated | Elevation Point Wealth Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 5, 2026 | Apr 27, 2026 (53 d) |
| Matthew Kedash | Florida Financial Advisors, LLC BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Mar 5, 2026 | Apr 9, 2026 (35 d) |
| Gabriel Roque | Florida Financial Advisors, LLC BD affiliated | Charles Schwab & Co., Inc. national BD | Affiliated broker-dealer or bank to another | Feb 26, 2026 | Mar 19, 2026 |
| Savana Erwin Jordan | Florida Financial Advisors, LLC BD affiliated | Northwestern Mutual Investment Services,LLC no RAUM | Other | Feb 24, 2026 | Apr 21, 2026 (56 d) |
| Catherine Benson Knowles | Florida Financial Advisors, LLC BD affiliated | Arkadios Wealth Advisors BD affiliated | Affiliated broker-dealer or bank to another | Feb 24, 2026 | Apr 20, 2026 (55 d) |
| Samuel Summer | Florida Financial Advisors, LLC BD affiliated | Strategic Advisers LLC national BD | Affiliated broker-dealer or bank to another | Feb 24, 2026 | Jun 1, 2026 (97 d) |
| Yue Tan | Florida Financial Advisors, LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 19, 2026 | Mar 11, 2026 |
| Sebastian Castano | Florida Financial Advisors, LLC BD affiliated | First Command Advisory Services BD affiliated | Affiliated broker-dealer or bank to another | Feb 12, 2026 | Mar 3, 2026 |
| Ian Slutzky | Florida Financial Advisors, LLC BD affiliated | Strategic Advisers LLC national BD | Affiliated broker-dealer or bank to another | Feb 12, 2026 | Aug 19, 2026 (188 d) |
| Alexandra Claire Neault | Florida Financial Advisors, LLC BD affiliated | Corda Investment Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 10, 2026 | Feb 19, 2026 |
| Jack B Kilpatrick | Florida Financial Advisors, LLC BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Feb 10, 2026 | Jun 1, 2026 (111 d) |
| Pablo Orozco | Florida Financial Advisors, LLC BD affiliated | Valic Financial Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 5, 2026 | Jun 9, 2026 (124 d) |
| William Wisneski | Florida Financial Advisors, LLC BD affiliated | Invesco Advisers, Inc. asset manager | Other | Feb 3, 2026 | Feb 24, 2026 |
| Connor Samuel Crescimanno | Florida Financial Advisors, LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 3, 2026 | Apr 21, 2026 (77 d) |
| Ethan Denslow | Florida Financial Advisors, LLC BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Jan 29, 2026 | Jun 15, 2026 (137 d) |
| Luke Addington | Florida Financial Advisors, LLC BD affiliated | Preston Wealth Advisors, LLC. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 27, 2026 | Feb 16, 2026 |
| Vinay Pabbathi | Florida Financial Advisors, LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 21, 2026 | Feb 22, 2026 (32 d) |
| Tyler Hartman | Florida Financial Advisors, LLC BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Jan 21, 2026 | Mar 13, 2026 (51 d) |
| Ryan Daniel Peterson | Florida Financial Advisors, LLC BD affiliated | Vanguard Advisers, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jan 21, 2026 | May 5, 2026 (104 d) |
| Samuel Stephen Calles | Florida Financial Advisors, LLC BD affiliated | Advice And Planning Services BD affiliated | Affiliated broker-dealer or bank to another | Jan 21, 2026 | Apr 28, 2026 (97 d) |
| Leslie Noriega Valdelamar | Florida Financial Advisors, LLC BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Jan 13, 2026 | Jan 15, 2026 |
| Levi James May | Florida Financial Advisors, LLC BD affiliated | Diversified, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 13, 2026 | Mar 11, 2026 (57 d) |
| Joshua Neil Cleland | Florida Financial Advisors, LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 13, 2026 | Mar 11, 2026 (57 d) |
| Carlos Francisco Rosado | Florida Financial Advisors, LLC BD affiliated | Kestra Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 13, 2026 | Jun 17, 2026 (155 d) |
| Christian Dominic Pagliaro | Florida Financial Advisors, LLC BD affiliated | Vanguard Advisers, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jan 13, 2026 | Mar 5, 2026 (51 d) |
| Jack David Pennington | Florida Financial Advisors, LLC BD affiliated | Advocacy Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 13, 2026 | Feb 27, 2026 (45 d) |
| Jesus O Jimenez | Florida Financial Advisors, LLC BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Jan 9, 2026 | Apr 22, 2026 (103 d) |
| Patrick Hunter Dezenzio | Florida Financial Advisors, LLC BD affiliated | Charles Schwab & Co., Inc. national BD | Affiliated broker-dealer or bank to another | Jan 9, 2026 | Jan 26, 2026 |
| Jacob Matthew Johns | Florida Financial Advisors, LLC BD affiliated | Lucas Retirement Group LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Jan 7, 2026 | Jun 9, 2026 (153 d) |
| Gabriella Reale | Florida Financial Advisors, LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 7, 2026 | Jan 28, 2026 |
| Nicholas John Falzarano | Florida Financial Advisors, LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 7, 2026 | Feb 11, 2026 (35 d) |
| Michael Dalton Wood | Florida Financial Advisors, LLC BD affiliated | Trajan Wealth, L.L.C. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 7, 2026 | Mar 11, 2026 (63 d) |
| Micah Stephen Davidson | Florida Financial Advisors, LLC BD affiliated | Thrivent Investment Management Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jan 7, 2026 | Apr 15, 2026 (98 d) |
| Alexander Nikolaev | Florida Financial Advisors, LLC BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Dec 24, 2025 | Mar 10, 2026 (76 d) |
| Nathan Huntley | Florida Financial Advisors, LLC BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Dec 11, 2025 | Jan 15, 2026 (35 d) |
| Aidan Mccaffrey | Florida Financial Advisors, LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 9, 2025 | Mar 17, 2026 (98 d) |
| John Philip Gerber | Florida Financial Advisors, LLC BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Dec 9, 2025 | Jun 22, 2026 (195 d) |
| Ryan Preston Stehno | Florida Financial Advisors, LLC BD affiliated | Investgro LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Dec 4, 2025 | Mar 19, 2026 (105 d) |
| Preston Taylor Byrnes | Florida Financial Advisors, LLC BD affiliated | LPL Enterprise, LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 2, 2025 | Mar 20, 2026 (108 d) |
| Lawrence Li | Florida Financial Advisors, LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 2, 2025 | Feb 11, 2026 (71 d) |
| Jae I Kim | Florida Financial Advisors, LLC BD affiliated | Kestra Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 2, 2025 | Jan 2, 2026 (31 d) |
| Jonathan Michael Jennings | Florida Financial Advisors, LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 18, 2025 | May 7, 2026 (170 d) |
| Robert Trice Yarbrough | Florida Financial Advisors, LLC BD affiliated | Truist Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 18, 2025 | Jan 8, 2026 (51 d) |
| Paxton Gregoire Driscoll | Florida Financial Advisors, LLC BD affiliated | Heritage Financial Advisory, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Nov 11, 2025 | Nov 17, 2025 |
| Nicholas Jeffrey Sievers | Florida Financial Advisors, LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 11, 2025 | Jun 9, 2026 (210 d) |
| Logan Davis | Florida Financial Advisors, LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 4, 2025 | Apr 21, 2026 (168 d) |
| Adis Cukovic | Florida Financial Advisors, LLC BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Nov 4, 2025 | Apr 28, 2026 (175 d) |
| Jacob Tyler Dixon | Florida Financial Advisors, LLC BD affiliated | Tidal Creek Capital Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 29, 2025 | Jan 8, 2026 (71 d) |
| Ryan C Rump | Florida Financial Advisors, LLC BD affiliated | Raymond James & Associates, Inc. national BD | Affiliated broker-dealer or bank to another | Oct 21, 2025 | Oct 21, 2025 |
| Peter Armand Norehad | Florida Financial Advisors, LLC BD affiliated | U.S. Bancorp Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 14, 2025 | Mar 10, 2026 (147 d) |
| Arianna Dacey Pels | Florida Financial Advisors, LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 14, 2025 | Sep 22, 2025 |
| James Francis Sherlock | Florida Financial Advisors, LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 14, 2025 | Aug 26, 2026 (316 d) |
| Brett Ryan Schmader | Florida Financial Advisors, LLC BD affiliated | Evermay Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 14, 2025 | Jan 7, 2026 (85 d) |
| Shane Mahadeo | Florida Financial Advisors, LLC BD affiliated | Transamerica Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 7, 2025 | Jul 15, 2026 (281 d) |
| William Eoin Carr | Florida Financial Advisors, LLC BD affiliated | Vanguard Advisers, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 7, 2025 | Nov 17, 2025 (41 d) |
| Matthew Schneider | Florida Financial Advisors, LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 30, 2025 | Dec 10, 2025 (71 d) |
| Jake Wilson Bryant | Florida Financial Advisors, LLC BD affiliated | Lincoln Investment independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 30, 2025 | Nov 3, 2025 (34 d) |
| Lydia Ann Gumina | Florida Financial Advisors, LLC BD affiliated | Register Financial Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 30, 2025 | Apr 13, 2026 (195 d) |
| James Patrick Royal | Florida Financial Advisors, LLC BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Sep 22, 2025 | Oct 6, 2025 |
391 moves match.