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 |
|---|---|---|---|---|---|
| Shane Patrick Mcvan | Florida Financial Advisors, LLC BD affiliated | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 6, 2023 | Aug 1, 2024 (269 d) |
| Bradley Parillo | Florida Financial Advisors, LLC BD affiliated | Shp Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 6, 2023 | Sep 24, 2024 (323 d) |
| Trevor Hull | Florida Financial Advisors, LLC BD affiliated | Blacktower Financial Management (US) LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 20, 2023 | Nov 13, 2023 |
| Ryan Michael Zukowitz | Florida Financial Advisors, LLC BD affiliated | Empower Advisory Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 13, 2023 | Mar 19, 2024 (158 d) |
| Saul Gomez | Florida Financial Advisors, LLC BD affiliated | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Oct 13, 2023 | Mar 19, 2026 (888 d) |
| Rosemary Alison Sobrinski | Florida Financial Advisors, LLC BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 6, 2023 | Nov 6, 2023 (31 d) |
| David Joshua Douglas | Florida Financial Advisors, LLC BD affiliated | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Oct 6, 2023 | Mar 19, 2026 (895 d) |
| Keegan Michael Erva | Florida Financial Advisors, LLC BD affiliated | Severin Investments LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 6, 2023 | Jan 4, 2024 (90 d) |
| Patrick Alexander Muldowney | Florida Financial Advisors, LLC BD affiliated | Alphastar Capital Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 6, 2023 | Jun 20, 2024 (258 d) |
| Silas Wieczorek | Florida Financial Advisors, LLC BD affiliated | Accurate Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 22, 2023 | Jan 27, 2024 (127 d) |
| Michael G Jackie | Florida Financial Advisors, LLC BD affiliated | Thoroughbred Financial Services, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 25, 2023 | Oct 4, 2023 (40 d) |
| Grant Lamar Henderson | Florida Financial Advisors, LLC BD affiliated | Independent Financial Partners BD affiliated | Affiliated broker-dealer or bank to another | Aug 8, 2023 | Feb 24, 2026 (931 d) |
| Gavin Scott | Florida Financial Advisors, LLC BD affiliated | Fidelity Personal And Workplace Advisors BD affiliated | Affiliated broker-dealer or bank to another | Aug 2, 2023 | Feb 14, 2024 (196 d) |
| Ivan Hernandez | Florida Financial Advisors, LLC BD affiliated | Portfolio Medics, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 27, 2023 | Jun 15, 2026 (1084 d) |
| Seth Tompkins | Florida Financial Advisors, LLC BD affiliated | Fidelity Personal And Workplace Advisors BD affiliated | Affiliated broker-dealer or bank to another | May 30, 2023 | Mar 16, 2024 (291 d) |
| Jonathan Sizemore | Florida Financial Advisors, LLC BD affiliated | Independent Financial Partners BD affiliated | Affiliated broker-dealer or bank to another | May 24, 2023 | Dec 3, 2025 (924 d) |
| Benjamin Robert Kleck | Florida Financial Advisors, LLC BD affiliated | Td Private Client Wealth LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 18, 2023 | May 3, 2023 |
| Anay Gonzalez | Florida Financial Advisors, LLC BD affiliated | Valic Financial Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 17, 2023 | Nov 20, 2023 (276 d) |
| Sefton Kingsbury Barnes | Florida Financial Advisors, LLC BD affiliated | Simplyria Advisor Network independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 7, 2023 | Feb 6, 2023 |
| Lionel Perkins | Florida Financial Advisors, LLC BD affiliated | Horace Mann Investors, Inc. no RAUM | Other | Jan 27, 2023 | May 11, 2023 (104 d) |
| Tyler St. Amand | Florida Financial Advisors, LLC BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Jan 17, 2023 | Feb 13, 2023 |
| Connor Joy | Florida Financial Advisors, LLC BD affiliated | Fidelity Personal And Workplace Advisors BD affiliated | Affiliated broker-dealer or bank to another | Jan 17, 2023 | Aug 8, 2023 (203 d) |
| Chandler Austin Dutram | Florida Financial Advisors, LLC BD affiliated | Rfg Advisory, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 4, 2023 | Jan 5, 2023 |
| Erik Ermentraut | Florida Financial Advisors, LLC BD affiliated | Avantax Advisory Services BD affiliated | Affiliated broker-dealer or bank to another | Dec 14, 2022 | Feb 7, 2023 (55 d) |
| Darren Chen | Florida Financial Advisors, LLC BD affiliated | Sei Investments Management Corp other | Other | Dec 14, 2022 | Feb 7, 2023 (55 d) |
| Garrett M Frank | Florida Financial Advisors, LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 23, 2022 | Feb 14, 2024 (448 d) |
| Shedrack Mokaya Bogonko | Florida Financial Advisors, LLC BD affiliated | Rhotopia Financial Advisors state registered | Affiliated broker-dealer or bank to a state-registered adviser | Nov 23, 2022 | Jul 11, 2024 (596 d) |
| Dimitri Clyde Redwood | Florida Financial Advisors, LLC BD affiliated | Horizon Investments LLC asset manager | Other | Nov 15, 2022 | Dec 13, 2022 |
| Stephen Patrick Schmitt | Florida Financial Advisors, LLC BD affiliated | Saxony Capital Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 26, 2022 | Oct 25, 2022 |
| Ryan Creecy | Florida Financial Advisors, LLC BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Oct 26, 2022 | Dec 7, 2022 (42 d) |
| Justin M Smith | Florida Financial Advisors, LLC BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Oct 17, 2022 | Jan 3, 2023 (78 d) |
| Gabriella Marie Gonzalez | Florida Financial Advisors, LLC BD affiliated | Orion Portfolio Solutions, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 3, 2022 | Jul 19, 2023 (289 d) |
| Sebastian Antonio Cornejo | Florida Financial Advisors, LLC BD affiliated | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Sep 27, 2022 | Aug 22, 2024 (695 d) |
| Jake Ashton Manzano | Florida Financial Advisors, LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 22, 2022 | Mar 29, 2023 (188 d) |
| Alfred Costanzo | Florida Financial Advisors, LLC BD affiliated | Brookstone Capital Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 7, 2022 | Sep 20, 2022 |
| Ryan Noah Sapell | Florida Financial Advisors, LLC BD affiliated | Truist Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Sep 7, 2022 | Oct 18, 2023 (406 d) |
| Tyler James Brubaker | Florida Financial Advisors, LLC BD affiliated | Advice And Planning Services BD affiliated | Affiliated broker-dealer or bank to another | Aug 19, 2022 | Feb 16, 2026 (1277 d) |
| Nicholas David Wolanski | Florida Financial Advisors, LLC BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Aug 12, 2022 | Sep 8, 2022 |
| Benedikt Haid | Florida Financial Advisors, LLC BD affiliated | Cantor Fitzgerald Investment Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 5, 2022 | Mar 13, 2023 (220 d) |
| Christian L Mcmains | Florida Financial Advisors, LLC BD affiliated | E*Trade Capital Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 1, 2022 | Jul 20, 2023 (353 d) |
| Andrew E Wilson | Florida Financial Advisors, LLC BD affiliated | Robert W. Baird & Co. Incorporated mixed wealth | Affiliated broker-dealer or bank to independent RIA | Aug 1, 2022 | Jan 28, 2025 (911 d) |
| Daniel Rocco Mirto | Florida Financial Advisors, LLC BD affiliated | Pruco Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 26, 2022 | Sep 15, 2023 (416 d) |
| Taylor J Keck | Florida Financial Advisors, LLC BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Jul 26, 2022 | Oct 18, 2022 (84 d) |
| Aldian David - Jonathan Isaacs | Florida Financial Advisors, LLC BD affiliated | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 13, 2022 | Oct 27, 2022 (106 d) |
| Nicholas Wayne Sowers | Florida Financial Advisors, LLC BD affiliated | Kcd Financial, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 4, 2022 | Aug 10, 2022 (37 d) |
| David Buono | Florida Financial Advisors, LLC BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Jun 20, 2022 | Sep 10, 2024 (813 d) |
| Jared Walker Sink | Florida Financial Advisors, LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 20, 2022 | Aug 16, 2022 (57 d) |
| Eric Hoffman | Florida Financial Advisors, LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 20, 2022 | Nov 28, 2022 (161 d) |
| Matthew Little | Florida Financial Advisors, LLC BD affiliated | Fidelity Personal And Workplace Advisors BD affiliated | Affiliated broker-dealer or bank to another | Jun 20, 2022 | May 23, 2024 (703 d) |
| Storm Francis Benson | Florida Financial Advisors, LLC BD affiliated | Elevate Financial Planning And Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 10, 2022 | Mar 18, 2025 (1012 d) |
| Pemron J Burrows | Florida Financial Advisors, LLC BD affiliated | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | May 25, 2022 | Sep 1, 2022 (99 d) |
| Julius Joseph Mittl | Florida Financial Advisors, LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | May 18, 2022 | May 23, 2025 (1101 d) |
| Ryan Belfiore | Florida Financial Advisors, LLC BD affiliated | Td Private Client Wealth LLC BD affiliated | Affiliated broker-dealer or bank to another | May 16, 2022 | May 27, 2022 |
| Lucas Legler | Florida Financial Advisors, LLC BD affiliated | LPL Financial LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 4, 2022 | Dec 21, 2022 (231 d) |
| Logan Isaiah Green | Florida Financial Advisors, LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 25, 2022 | Jul 12, 2024 (809 d) |
| Chase Douglas Mclendon | Florida Financial Advisors, LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Mar 22, 2022 | May 17, 2022 (56 d) |
| Michael Wesley Putman | Florida Financial Advisors, LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 13, 2022 | Jul 1, 2024 (841 d) |
| James V. Howe | Florida Financial Advisors, LLC BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Feb 18, 2022 | Sep 20, 2022 (214 d) |
| Eric A Reid | Florida Financial Advisors, LLC BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Jan 18, 2022 | May 26, 2022 (128 d) |
| Christopher Paul Scott | Florida Financial Advisors, LLC BD affiliated | Cx Institutional, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 18, 2022 | Mar 27, 2024 (799 d) |
391 moves match.