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 |
|---|---|---|---|---|---|
| Kadin Andrew Cochran | Florida Financial Advisors, LLC BD affiliated | Oneascent Financial Services LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 5, 2024 | Oct 4, 2024 |
| Matthew Fischman | Florida Financial Advisors, LLC BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Sep 5, 2024 | Oct 8, 2024 (33 d) |
| Erin Doremus | Florida Financial Advisors, LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 23, 2024 | Sep 10, 2024 |
| Sarah Elizabeth Nestingen | Florida Financial Advisors, LLC BD affiliated | Verum Partners LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 19, 2024 | Sep 9, 2024 |
| Bryce Poole | Florida Financial Advisors, LLC BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Aug 19, 2024 | Nov 18, 2024 (91 d) |
| Cameron Fiorello | Florida Financial Advisors, LLC BD affiliated | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 19, 2024 | Jun 9, 2025 (294 d) |
| Austin Carlson | Florida Financial Advisors, LLC BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Aug 19, 2024 | Jun 23, 2026 (673 d) |
| Joshua W Styler-Tracy | Florida Financial Advisors, LLC BD affiliated | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Aug 6, 2024 | Mar 3, 2025 (209 d) |
| Conrad J Wilkening | Florida Financial Advisors, LLC BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Jul 29, 2024 | Nov 22, 2024 (116 d) |
| Bryce Richard Sutherland | Florida Financial Advisors, LLC BD affiliated | Charles Schwab & Co., Inc. national BD | Affiliated broker-dealer or bank to another | Jul 19, 2024 | May 14, 2025 (299 d) |
| Blake Alexander Dixon | Florida Financial Advisors, LLC BD affiliated | Ae Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 19, 2024 | Aug 13, 2024 |
| Ty Lavictoire | Florida Financial Advisors, LLC BD affiliated | Portfolio Medics, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 19, 2024 | Jul 17, 2024 |
| Wesley Shaffer Reed | Florida Financial Advisors, LLC BD affiliated | Chesapeake Investment Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 19, 2024 | Feb 11, 2025 (207 d) |
| Aniyah Christal-Rose Gibbs | Florida Financial Advisors, LLC BD affiliated | Schwab Wealth Advisory, Inc. no RAUM | Other | Jul 19, 2024 | Feb 26, 2025 (222 d) |
| Noah Jacob Bremer | Florida Financial Advisors, LLC BD affiliated | Webull Advisors LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 15, 2024 | Feb 9, 2026 (574 d) |
| Lauren Alissa Brownell | Florida Financial Advisors, LLC BD affiliated | Commonwealth Financial Network national BD | Affiliated broker-dealer or bank to another | Jul 7, 2024 | Oct 16, 2024 (101 d) |
| Garrett Wayne Ho-Shing | Florida Financial Advisors, LLC BD affiliated | Ae Wealth Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 7, 2024 | Apr 1, 2025 (268 d) |
| Cameron Bradley Elggren | Florida Financial Advisors, LLC BD affiliated | Strategic Advisers LLC national BD | Affiliated broker-dealer or bank to another | Jun 27, 2024 | Mar 4, 2026 (615 d) |
| Cameron Martin | Florida Financial Advisors, LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 27, 2024 | Sep 10, 2025 (440 d) |
| Stefan Faiaz Satar | Florida Financial Advisors, LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 14, 2024 | Aug 13, 2024 (60 d) |
| Michael Thomas Bugg | Florida Financial Advisors, LLC BD affiliated | First Command Advisory Services BD affiliated | Affiliated broker-dealer or bank to another | May 17, 2024 | Feb 7, 2025 (266 d) |
| Alexander James Schwarz | Florida Financial Advisors, LLC BD affiliated | Avantax Advisory Services BD affiliated | Affiliated broker-dealer or bank to another | May 17, 2024 | Feb 6, 2025 (265 d) |
| Jacob Rokosz | Florida Financial Advisors, LLC BD affiliated | Empower Advisory Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 17, 2024 | Oct 8, 2024 (144 d) |
| Alejandro Bonilla | Florida Financial Advisors, LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | May 17, 2024 | Jul 22, 2024 (66 d) |
| Landon Schabes | Florida Financial Advisors, LLC BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | May 17, 2024 | Nov 18, 2024 (185 d) |
| Jack Donald Lynch | Florida Financial Advisors, LLC BD affiliated | Calton & Associates, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | May 12, 2024 | May 9, 2024 |
| Martha Walthall | Florida Financial Advisors, LLC BD affiliated | Thoroughbred Financial Services, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 12, 2024 | May 22, 2024 |
| Jackson Clark | Florida Financial Advisors, LLC BD affiliated | Orion Portfolio Solutions, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 12, 2024 | Aug 11, 2025 (456 d) |
| Christopher James Greene | Florida Financial Advisors, LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 29, 2024 | Aug 13, 2024 (106 d) |
| James Schaefer | Florida Financial Advisors, LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 22, 2024 | May 28, 2024 (36 d) |
| Logan Cruet | Florida Financial Advisors, LLC BD affiliated | Gladstone Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 9, 2024 | May 2, 2024 |
| Alexandre Cauvin Sawyer | Florida Financial Advisors, LLC BD affiliated | Fifth Third Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 1, 2024 | Jul 22, 2024 (112 d) |
| Michael Saler | Florida Financial Advisors, LLC BD affiliated | Haddonfield Financial Planning LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 15, 2024 | Mar 15, 2024 |
| Dorath V Chamarthi | Florida Financial Advisors, LLC BD affiliated | Empower Advisory Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 1, 2024 | May 29, 2025 (454 d) |
| Nicholas Sanders Lebeau | Florida Financial Advisors, LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 1, 2024 | Mar 12, 2024 |
| Kainen Kampe | Florida Financial Advisors, LLC BD affiliated | Empower Advisory Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 1, 2024 | Jun 6, 2024 (97 d) |
| Joseph Capone | Florida Financial Advisors, LLC BD affiliated | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Mar 1, 2024 | Apr 16, 2024 (46 d) |
| Javier Alberto Fagundo Diaz | Florida Financial Advisors, LLC BD affiliated | Pruco Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 1, 2024 | Jun 26, 2024 (117 d) |
| Zack Michael Walton | Florida Financial Advisors, LLC BD affiliated | Empower Advisory Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 26, 2024 | Jun 10, 2024 (105 d) |
| Denis Izotov | Florida Financial Advisors, LLC BD affiliated | Empower Advisory Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 19, 2024 | Jul 8, 2026 (870 d) |
| Zachary Lepore | Florida Financial Advisors, LLC BD affiliated | Buckingham Strategic Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 19, 2024 | May 6, 2024 (77 d) |
| Addison J Linn | Florida Financial Advisors, LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 12, 2024 | Mar 12, 2024 |
| Cameron Alexander Shepherd | Florida Financial Advisors, LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 30, 2024 | Apr 11, 2024 (72 d) |
| Parker Shetler | Florida Financial Advisors, LLC BD affiliated | Edelman Financial Engines mixed wealth | Affiliated broker-dealer or bank to independent RIA | Jan 30, 2024 | Mar 27, 2024 (57 d) |
| Tristan Leigh Cooper | Florida Financial Advisors, LLC BD affiliated | Strategic Advisers LLC national BD | Affiliated broker-dealer or bank to another | Jan 30, 2024 | May 20, 2025 (476 d) |
| Franklin Xie | Florida Financial Advisors, LLC BD affiliated | UBS Financial Services Inc. wirehouse | Affiliated broker-dealer or bank to wirehouse | Jan 30, 2024 | Oct 27, 2025 (636 d) |
| Nicholas Clark Jourdan | Florida Financial Advisors, LLC BD affiliated | Strategic Advisers LLC national BD | Affiliated broker-dealer or bank to another | Jan 19, 2024 | May 27, 2026 (859 d) |
| Aaron Seth Vaughn | Florida Financial Advisors, LLC BD affiliated | Raymond James & Associates, Inc. national BD | Affiliated broker-dealer or bank to another | Jan 19, 2024 | Jan 11, 2024 |
| William Oliver Walsh | Florida Financial Advisors, LLC BD affiliated | First Trust Advisors LP asset manager | Other | Jan 19, 2024 | Apr 15, 2024 (87 d) |
| Ty Robert Hyde | Florida Financial Advisors, LLC BD affiliated | Northwestern Mutual Investment Services,LLC no RAUM | Other | Jan 19, 2024 | Apr 7, 2025 (444 d) |
| Colin Rissler | Florida Financial Advisors, LLC BD affiliated | Northwestern Mutual Investment Services,LLC no RAUM | Other | Jan 19, 2024 | Sep 17, 2024 (242 d) |
| Devin Scott Mackenzie | Florida Financial Advisors, LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 5, 2024 | Sep 11, 2024 (250 d) |
| Timothy Brian Mcmullen | Florida Financial Advisors, LLC BD affiliated | Saxony Capital Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 2, 2024 | Jan 2, 2024 |
| Andrew Charles Ely | Florida Financial Advisors, LLC BD affiliated | Equitable Advisors, LLC national BD | Affiliated broker-dealer or bank to another | Jan 2, 2024 | Mar 8, 2024 (66 d) |
| Raymond Edward Kramer | Florida Financial Advisors, LLC BD affiliated | Wealthspire Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 4, 2023 | Jun 6, 2024 (185 d) |
| Santiago Borenszteyn | Florida Financial Advisors, LLC BD affiliated | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 4, 2023 | Jul 18, 2024 (227 d) |
| Patrick C. Johnson | Florida Financial Advisors, LLC BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Nov 27, 2023 | Feb 1, 2024 (66 d) |
| Ryan Shane | Florida Financial Advisors, LLC BD affiliated | Fidelity Personal And Workplace Advisors BD affiliated | Affiliated broker-dealer or bank to another | Nov 27, 2023 | Mar 28, 2024 (122 d) |
| Vachel Pennebaker | Florida Financial Advisors, LLC BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Nov 13, 2023 | Sep 8, 2026 (1030 d) |
| Kevon Khalil Musgrove | Florida Financial Advisors, LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Nov 6, 2023 | Dec 15, 2023 (39 d) |
391 moves match.