DFX Intelligence
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 |
|---|---|---|---|---|---|
| Jacob Betz | Florida Financial Advisors, LLC BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Feb 6, 2025 | Feb 21, 2025 |
| Niren Singh Johal | Florida Financial Advisors, LLC BD affiliated | Vanguard Advisers, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 6, 2025 | Sep 9, 2025 (215 d) |
| Hanna Foster Rockwell | Florida Financial Advisors, LLC BD affiliated | Advice And Planning Services BD affiliated | Affiliated broker-dealer or bank to another | Feb 6, 2025 | Mar 25, 2025 (47 d) |
| Erick Michael Murray | Florida Financial Advisors, LLC BD affiliated | Ifg Advisory, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 6, 2025 | Aug 20, 2025 (195 d) |
| Robert David Lee | Florida Financial Advisors, LLC BD affiliated | Asset Allocation Strategies, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 30, 2025 | Sep 5, 2025 (218 d) |
| Kyle Matthew Sellers | Florida Financial Advisors, LLC BD affiliated | Principal Advised Services BD affiliated | Affiliated broker-dealer or bank to another | Jan 22, 2025 | Jul 31, 2025 (190 d) |
| Benjamin N Shapiro | Florida Financial Advisors, LLC BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Jan 20, 2025 | Apr 7, 2025 (77 d) |
| Emile Niyonkuru | Florida Financial Advisors, LLC BD affiliated | Charles Schwab & Co., Inc. national BD | Affiliated broker-dealer or bank to another | Jan 20, 2025 | Apr 30, 2025 (100 d) |
| Luke Jockovich | Florida Financial Advisors, LLC BD affiliated | Kcd Financial, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 13, 2025 | Jan 12, 2026 (364 d) |
| Alexander Thomas Lee | Florida Financial Advisors, LLC BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Jan 13, 2025 | Feb 26, 2025 (44 d) |
| Mack Mohamed Mcshut | Florida Financial Advisors, LLC BD affiliated | LPL Enterprise, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jan 13, 2025 | Feb 5, 2025 |
| William Andrew White | Florida Financial Advisors, LLC BD affiliated | Rooks Wealth Advisors, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Jan 13, 2025 | Jan 15, 2025 |
| Giulliano Max Guimaray | Florida Financial Advisors, LLC BD affiliated | Kcd Financial, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 6, 2025 | Jan 6, 2025 |
| Sean Patrick Diorio | Florida Financial Advisors, LLC BD affiliated | Saxony Capital Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 6, 2025 | Jan 2, 2025 |
| Austin Kenneth Burnett | Florida Financial Advisors, LLC BD affiliated | Kcd Financial, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 6, 2025 | Jan 6, 2025 |
| Marcus Sturdivant | Florida Financial Advisors, LLC BD affiliated | The Abc Squared state registered | Affiliated broker-dealer or bank to a state-registered adviser | Jan 6, 2025 | Mar 24, 2025 (77 d) |
| Jared Ellis | Florida Financial Advisors, LLC BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Jan 6, 2025 | Feb 12, 2025 (37 d) |
| Hayden Guthrie | Florida Financial Advisors, LLC BD affiliated | Sowell Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 17, 2024 | Feb 3, 2025 (48 d) |
| Sarah Marie Yohe | Florida Financial Advisors, LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 10, 2024 | Apr 15, 2025 (126 d) |
| Enzo Neto | Florida Financial Advisors, LLC BD affiliated | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 10, 2024 | Mar 12, 2025 (92 d) |
| Logan Blackley | Florida Financial Advisors, LLC BD affiliated | Valic Financial Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Dec 6, 2024 | Oct 14, 2025 (312 d) |
| Brennon Paik | Florida Financial Advisors, LLC BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Dec 2, 2024 | Feb 4, 2025 (64 d) |
| Kasey B Carlson | Florida Financial Advisors, LLC BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Dec 2, 2024 | Jan 17, 2025 (46 d) |
| Carter J Mathiason | Florida Financial Advisors, LLC BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Dec 2, 2024 | Jan 24, 2025 (53 d) |
| Ethan Wu | Florida Financial Advisors, LLC BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Dec 2, 2024 | Mar 7, 2025 (95 d) |
| Preston T Nevil-Rincon | Florida Financial Advisors, LLC BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Nov 26, 2024 | Jul 7, 2025 (223 d) |
| Eduardo Porras | Florida Financial Advisors, LLC BD affiliated | Ernst & Young Investment Advisers Llp no RAUM | Other | Nov 26, 2024 | Jun 16, 2025 (202 d) |
| Joseph John Broderson | Florida Financial Advisors, LLC BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Nov 22, 2024 | Dec 11, 2025 (384 d) |
| Olivia Grace Jack | Florida Financial Advisors, LLC BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Nov 22, 2024 | Feb 20, 2025 (90 d) |
| Colton L Sunderland | Florida Financial Advisors, LLC BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Nov 19, 2024 | Mar 21, 2025 (122 d) |
| Michael Ryan Woodland | Florida Financial Advisors, LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 19, 2024 | Mar 14, 2025 (115 d) |
| Bally Idrissa Diakite | Florida Financial Advisors, LLC BD affiliated | Potomac asset manager | Other | Nov 19, 2024 | Dec 3, 2024 |
| Justin P Schneider | Florida Financial Advisors, LLC BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Nov 19, 2024 | Feb 27, 2025 (100 d) |
| Jonathan Richard Kimble | Florida Financial Advisors, LLC BD affiliated | Advice And Planning Services BD affiliated | Affiliated broker-dealer or bank to another | Nov 19, 2024 | Feb 20, 2025 (93 d) |
| Zachary Shibe Macfarland | Florida Financial Advisors, LLC BD affiliated | Principal Advised Services BD affiliated | Affiliated broker-dealer or bank to another | Nov 18, 2024 | Apr 15, 2025 (148 d) |
| Justin Norwood | Florida Financial Advisors, LLC BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Nov 18, 2024 | Feb 21, 2025 (95 d) |
| William Miller | Florida Financial Advisors, LLC BD affiliated | Stifel, Nicolaus & Company, Incorporated national BD | Affiliated broker-dealer or bank to another | Nov 8, 2024 | Apr 9, 2025 (152 d) |
| Benjamin Parson | Florida Financial Advisors, LLC BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Oct 29, 2024 | May 23, 2025 (206 d) |
| Azul Fernando Galvez | Florida Financial Advisors, LLC BD affiliated | Galvez Financial LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Oct 22, 2024 | Mar 31, 2025 (160 d) |
| Aidan Franklin Shaw | Florida Financial Advisors, LLC BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Oct 18, 2024 | Sep 19, 2025 (336 d) |
| Jacob Roman Greer | Florida Financial Advisors, LLC BD affiliated | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Oct 18, 2024 | Apr 13, 2026 (542 d) |
| Matthew Richardson | Florida Financial Advisors, LLC BD affiliated | Cerity Partners LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 9, 2024 | May 12, 2026 (580 d) |
| Ethan Graybeal | Florida Financial Advisors, LLC BD affiliated | Advisory Services Network independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 9, 2024 | Dec 16, 2024 (68 d) |
| Matthew Christian Kenny | Florida Financial Advisors, LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 2, 2024 | Nov 19, 2024 (48 d) |
| Ilya Arturovich Pogosyan | Florida Financial Advisors, LLC BD affiliated | Ernst & Young Investment Advisers Llp no RAUM | Other | Oct 2, 2024 | Nov 26, 2024 (55 d) |
| Ryan T Krug | Florida Financial Advisors, LLC BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Oct 2, 2024 | Mar 10, 2025 (159 d) |
| Justin Field | Florida Financial Advisors, LLC BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Oct 2, 2024 | Feb 27, 2025 (148 d) |
| Dillon Joseph Nemeth | Florida Financial Advisors, LLC BD affiliated | Elevate Financial Planning And Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 19, 2024 | Aug 29, 2024 |
| Christopher Joseph Athens | Florida Financial Advisors, LLC BD affiliated | Elevate Financial Planning And Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 19, 2024 | Aug 29, 2024 |
| Jonathan David Colquitt | Florida Financial Advisors, LLC BD affiliated | Elevate Financial Planning And Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 19, 2024 | Aug 29, 2024 |
| Hunter Paul Mills | Florida Financial Advisors, LLC BD affiliated | Elevate Financial Planning And Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 19, 2024 | Nov 7, 2024 (49 d) |
| Dylan Paskell | Florida Financial Advisors, LLC BD affiliated | Elevate Financial Planning And Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 19, 2024 | Oct 22, 2024 (33 d) |
| Carter Jay Bowman | Florida Financial Advisors, LLC BD affiliated | Elevate Financial Planning And Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 19, 2024 | Nov 7, 2024 (49 d) |
| William James Ohme | Florida Financial Advisors, LLC BD affiliated | Elevate Financial Planning And Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 19, 2024 | Nov 7, 2024 (49 d) |
| Nicholas Comella | Florida Financial Advisors, LLC BD affiliated | Pathstone independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 19, 2024 | Dec 9, 2024 (81 d) |
| William Lichota | Florida Financial Advisors, LLC BD affiliated | Elevate Financial Planning And Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 19, 2024 | Nov 7, 2024 (49 d) |
| Israel Chavez | Florida Financial Advisors, LLC BD affiliated | Alphastar Capital Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 16, 2024 | Sep 1, 2026 (715 d) |
| Andrew Garrett Shaw | Florida Financial Advisors, LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 16, 2024 | Nov 13, 2024 (58 d) |
| Ashley Bradford | Florida Financial Advisors, LLC BD affiliated | Hendershott Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 5, 2024 | Sep 4, 2024 |
| Siddhartha Narker | Florida Financial Advisors, LLC BD affiliated | Fidelity Personal And Workplace Advisors BD affiliated | Affiliated broker-dealer or bank to another | Sep 5, 2024 | Feb 25, 2025 (173 d) |
391 moves match.