Advisor moves

Departures from Raymond James & Associates, Inc.

2,774 moves
AdvisorFromToTypeLeftRegistered
Andrew Richard RumbelowRaymond James & Associates, Inc. national BDFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIASep 20, 2017May 23, 2018 (245 d)
Vinya MusoRaymond James & Associates, Inc. national BDRaymond James Financial Services Advisors, Inc otherOtherSep 6, 2017Oct 17, 2017 (41 d)
John Hardin AlexanderRaymond James & Associates, Inc. national BDKiker Wealth Management, LLC otherOtherAug 30, 2017Sep 26, 2017
Shelly Halford BakerRaymond James & Associates, Inc. national BDFidelity Personal And Workplace Advisors BD affiliatedAffiliated broker-dealer or bank to anotherAug 28, 2017Jul 1, 2019 (672 d)
Thomas Michael JeffreyRaymond James & Associates, Inc. national BDFirst Financial Equity Corporation otherOtherAug 15, 2017Jul 24, 2017
Joseph John ZaiterRaymond James & Associates, Inc. national BDRehmann Wealth otherOtherAug 10, 2017Aug 3, 2017
Julie Lyn BetoniRaymond James & Associates, Inc. national BDAmeriprise Financial Services, LLC national BDAffiliated broker-dealer or bank to anotherJul 27, 2017Jul 21, 2017
William Spencer StreetRaymond James & Associates, Inc. national BDAmeriprise Financial Services, LLC national BDAffiliated broker-dealer or bank to anotherJul 26, 2017Aug 9, 2017
Heath Edward ScottRaymond James & Associates, Inc. national BDRobert W. Baird & Co. Incorporated mixed wealthAffiliated broker-dealer or bank to independent RIAJul 25, 2017Oct 18, 2019 (815 d)
Katherine Margaret HaganRaymond James & Associates, Inc. national BDRaymond James Financial Services Advisors, Inc otherOtherJul 25, 2017Aug 16, 2017
Amrish Navin KuraniRaymond James & Associates, Inc. national BDMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAffiliated broker-dealer or bank to wirehouseJul 19, 2017Jun 28, 2017
Edward Lowell HildebrandRaymond James & Associates, Inc. national BDStephens otherOtherJul 18, 2017Aug 21, 2017 (34 d)
Steven Craig NewcombRaymond James & Associates, Inc. national BDRaymond James Financial Services Advisors, Inc otherOtherJul 11, 2017Jul 27, 2017
Douglas James AdamsRaymond James & Associates, Inc. national BDJ.J.B. Hilliard, W.L. Lyons, LLC otherOtherJul 10, 2017Aug 3, 2017
Kevin PicardRaymond James & Associates, Inc. national BDRaymond James Financial Services Advisors, Inc otherOtherJul 5, 2017Jul 21, 2017
Kendall Bate AchesonRaymond James & Associates, Inc. national BDCable Hill Partners, LLC otherOtherJun 27, 2017Jun 23, 2017
Michael Christopher DavellRaymond James & Associates, Inc. national BDInvest Capital Partners no RAUMAffiliated broker-dealer or bank to a newly registered adviserJun 27, 2017Jun 29, 2017
Kenneth Michael LarkinRaymond James & Associates, Inc. national BDD.A. Davidson & Co. otherOtherJun 21, 2017Jun 14, 2017
William Barnwell HeywardRaymond James & Associates, Inc. national BDMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseJun 21, 2017Jun 9, 2017
Ernest De La RosaRaymond James & Associates, Inc. national BDMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAffiliated broker-dealer or bank to wirehouseJun 14, 2017May 22, 2018 (342 d)
Brad Christopher VitucciRaymond James & Associates, Inc. national BDMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseJun 14, 2017Apr 23, 2019 (678 d)
Sarah H McgraneRaymond James & Associates, Inc. national BDMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAffiliated broker-dealer or bank to wirehouseJun 13, 2017Jun 19, 2017
Benjamin Richard StreedRaymond James & Associates, Inc. national BDDeep Blue Investment Advisors institutionalOtherJun 13, 2017Jan 3, 2023 (2030 d)
Ileana Maria CohnRaymond James & Associates, Inc. national BDRaymond James Financial Services Advisors, Inc BD affiliatedAffiliated broker-dealer or bank to anotherJun 13, 2017Jan 9, 2019 (575 d)
Roberta Lynn KealyRaymond James & Associates, Inc. national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseJun 9, 2017Jun 13, 2017
Aaron Michael MccubbinRaymond James & Associates, Inc. national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseJun 9, 2017Jun 6, 2017
Allen KellerRaymond James & Associates, Inc. national BDIndependent Financial Partners otherOtherJun 8, 2017Jun 16, 2017
Julia K KnappRaymond James & Associates, Inc. national BDBlackrock Investment Management, LLC otherOtherJun 2, 2017Jul 20, 2017 (48 d)
Edward Michael SchaillerRaymond James & Associates, Inc. national BDTruist Advisory Services, Inc. otherOtherJun 1, 2017Jun 14, 2017
Winfield Roy GeigerRaymond James & Associates, Inc. national BDRaymond James Financial Services Advisors, Inc BD affiliatedAffiliated broker-dealer or bank to anotherMay 31, 2017May 24, 2019 (723 d)
Sophia GoodeRaymond James & Associates, Inc. national BDCharles Schwab & Co., Inc. national BDAffiliated broker-dealer or bank to anotherMay 31, 2017Jun 26, 2017
Regan Joseph FlahertyRaymond James & Associates, Inc. national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseMay 30, 2017Jul 17, 2017 (48 d)
Howard Leon RodgersRaymond James & Associates, Inc. national BDLPL Financial LLC otherOtherMay 24, 2017Jun 22, 2017
Marshall James TolinsRaymond James & Associates, Inc. national BDLincoln Investment independent RIAAffiliated broker-dealer or bank to independent RIAMay 24, 2017Oct 22, 2025 (3073 d)
Mark David KopkinRaymond James & Associates, Inc. national BDStifel, Nicolaus & Company, Incorporated national BDAffiliated broker-dealer or bank to anotherMay 23, 2017May 8, 2017
Jeffrey Dean AllenRaymond James & Associates, Inc. national BDThe Ascent Group, LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserMay 15, 2017Jun 15, 2021 (1492 d)
Clay Hutchinson YoungRaymond James & Associates, Inc. national BDTannin Capital, LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserMay 12, 2017Apr 28, 2017
Jennifer Puckett HunterRaymond James & Associates, Inc. national BDCorecap Advisors otherOtherMay 10, 2017May 25, 2017
Scott Robert EnglehardtRaymond James & Associates, Inc. national BDStifel, Nicolaus & Company, Incorporated national BDAffiliated broker-dealer or bank to anotherMay 5, 2017May 10, 2017
Andrew Paul SpillmanRaymond James & Associates, Inc. national BDRaymond James Financial Services Advisors, Inc otherOtherMay 5, 2017Jul 12, 2017 (68 d)
David Rex HobbsRaymond James & Associates, Inc. national BDRaymond James Financial Services Advisors, Inc otherOtherMay 5, 2017May 11, 2017
Philip W CollierRaymond James & Associates, Inc. national BDT. Rowe Price Advisory Services, Inc. otherOtherMay 5, 2017Jun 13, 2017 (39 d)
Joseph Robert CraneRaymond James & Associates, Inc. national BDB. Riley Capital Management asset managerOtherMay 4, 2017May 7, 2020 (1099 d)
Kathryne Elaine MickenRaymond James & Associates, Inc. national BDMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAffiliated broker-dealer or bank to wirehouseMay 2, 2017Sep 3, 2025 (3046 d)
Daniel Edward PeltierRaymond James & Associates, Inc. national BDSb Advisory, LLC otherOtherMay 1, 2017Apr 26, 2017
Linda Lee DialRaymond James & Associates, Inc. national BDBenjamin F. Edwards & Company, Incorporated otherOtherMay 1, 2017Apr 28, 2017
Diego De La LamaRaymond James & Associates, Inc. national BDInsight Securities, Inc. otherOtherApr 26, 2017Apr 25, 2017
Dionne L ReedRaymond James & Associates, Inc. national BDRaymond James Financial Services Advisors, Inc BD affiliatedAffiliated broker-dealer or bank to anotherApr 26, 2017Feb 15, 2019 (660 d)
Michael Smith LissRaymond James & Associates, Inc. national BDHeronwood Capital LLC state registeredAffiliated broker-dealer or bank to a state-registered adviserApr 26, 2017Sep 5, 2018 (497 d)
Timothy Mcvey LaneRaymond James & Associates, Inc. national BDEdward Jones national BDAffiliated broker-dealer or bank to anotherApr 24, 2017Jun 2, 2017 (39 d)
Brenda Louise D'ArvilleRaymond James & Associates, Inc. national BDRaymond James Financial Services Advisors, Inc otherOtherApr 21, 2017May 12, 2017
Colleen Carroccio GormleyRaymond James & Associates, Inc. national BDMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseApr 19, 2017May 4, 2017
Ross Charles Von MindenRaymond James & Associates, Inc. national BDPersonal Capital Advisors Corporation otherOtherApr 18, 2017Apr 10, 2017
Katrina Valerie MontalvoRaymond James & Associates, Inc. national BDMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseApr 17, 2017Apr 25, 2017
Francisco Javier AmigoRaymond James & Associates, Inc. national BDJanney Montgomery Scott LLC otherOtherApr 11, 2017Sep 5, 2017 (147 d)
Kerry Anne BolinderRaymond James & Associates, Inc. national BDMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseApr 10, 2017Apr 20, 2017
Thomas Francis HallionRaymond James & Associates, Inc. national BDRaymond James Financial Services Advisors, Inc otherOtherApr 5, 2017Mar 28, 2017
Jordan Donald JobeRaymond James & Associates, Inc. national BDRaymond James Financial Services Advisors, Inc otherOtherApr 5, 2017Mar 30, 2017
Ashley Laird GettemyRaymond James & Associates, Inc. national BDAmeriprise Financial Services, LLC national BDAffiliated broker-dealer or bank to anotherApr 5, 2017Mar 31, 2017
Davis Love PetersenRaymond James & Associates, Inc. national BDMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseApr 4, 2017Apr 4, 2017
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