DFX Intelligence
RIA Intelligence
Advisor moves
Departures from Raymond James & Associates, Inc.
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 |
|---|---|---|---|---|---|
| Eric Michael Hudgens | Raymond James & Associates, Inc. national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Sep 13, 2024 | Sep 6, 2024 |
| Patrick James Fitzsimmons | Raymond James & Associates, Inc. national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Sep 13, 2024 | Sep 6, 2024 |
| Matthew George Foster | Raymond James & Associates, Inc. national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Sep 13, 2024 | Sep 6, 2024 |
| Julia Marie Churchwell | Raymond James & Associates, Inc. national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Sep 13, 2024 | Sep 6, 2024 |
| Brian Patrick Fitzsimmons | Raymond James & Associates, Inc. national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Sep 13, 2024 | Sep 6, 2024 |
| Michael Eric Holden | Raymond James & Associates, Inc. national BD | U.S. Bancorp Investments, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Sep 9, 2024 | Dec 2, 2025 (449 d) |
| Lindsay H. Askland | Raymond James & Associates, Inc. national BD | Thurston Springer Advisors BD affiliated | Affiliated broker-dealer or bank to another | Sep 9, 2024 | Jan 2, 2025 (115 d) |
| Rylee James King | Raymond James & Associates, Inc. national BD | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Sep 9, 2024 | Oct 17, 2024 (38 d) |
| John Wesley Sedberry | Raymond James & Associates, Inc. national BD | Carmel Capital Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 6, 2024 | Nov 13, 2024 (68 d) |
| Zachary David Jones | Raymond James & Associates, Inc. national BD | Superior Planning Wealth Management & Family Office independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 5, 2024 | Sep 20, 2024 |
| Zachary Thomas Pipoly | Raymond James & Associates, Inc. national BD | Manning & Napier Advisors, LLC mixed wealth | Affiliated broker-dealer or bank to independent RIA | Sep 5, 2024 | Sep 10, 2024 |
| Matthew R. Roth | Raymond James & Associates, Inc. national BD | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Sep 5, 2024 | Sep 10, 2024 |
| Steven James Tynan | Raymond James & Associates, Inc. national BD | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Sep 3, 2024 | Aug 28, 2024 |
| Kenneth Andrew Nelson | Raymond James & Associates, Inc. national BD | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 30, 2024 | Sep 9, 2024 |
| Zachary Todd Bramschreiber | Raymond James & Associates, Inc. national BD | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Aug 28, 2024 | Sep 11, 2024 |
| Melanie White | Raymond James & Associates, Inc. national BD | Empower Advisory Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 27, 2024 | Feb 6, 2025 (163 d) |
| Thomas H Roddis | Raymond James & Associates, Inc. national BD | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Aug 27, 2024 | Mar 14, 2025 (199 d) |
| Carrol Prim Wood | Raymond James & Associates, Inc. national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 26, 2024 | Aug 26, 2024 |
| Christopher Ryan Mcrae | Raymond James & Associates, Inc. national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 26, 2024 | Aug 26, 2024 |
| Patrick Lucas Hancock | Raymond James & Associates, Inc. national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 26, 2024 | Aug 26, 2024 |
| John T Brown | Raymond James & Associates, Inc. national BD | Transamerica Retirement Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 23, 2024 | Aug 28, 2024 |
| Tyson Joseph Asay | Raymond James & Associates, Inc. national BD | Sound Income Strategies, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 23, 2024 | Sep 4, 2024 |
| Eric Cheng | Raymond James & Associates, Inc. national BD | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Aug 23, 2024 | Aug 16, 2024 |
| Kyle D Imbrescia | Raymond James & Associates, Inc. national BD | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Aug 23, 2024 | Mar 19, 2025 (208 d) |
| Kyle A Vander Schauw | Raymond James & Associates, Inc. national BD | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Aug 20, 2024 | Sep 11, 2024 |
| Christian David Thomas | Raymond James & Associates, Inc. national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Aug 20, 2024 | Sep 24, 2024 (35 d) |
| Vishal Raj | Raymond James & Associates, Inc. national BD | Avantax Advisory Services BD affiliated | Affiliated broker-dealer or bank to another | Aug 15, 2024 | Jun 10, 2025 (299 d) |
| Nicholas Rj Suarez | Raymond James & Associates, Inc. national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Aug 14, 2024 | Aug 19, 2024 |
| Charlotte Anne Galamb | Raymond James & Associates, Inc. national BD | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Aug 13, 2024 | Aug 12, 2024 |
| Linda Lee Abbott | Raymond James & Associates, Inc. national BD | UBS Financial Services Inc. wirehouse | Affiliated broker-dealer or bank to wirehouse | Aug 12, 2024 | Aug 14, 2024 |
| Nathan Chen | Raymond James & Associates, Inc. national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Aug 12, 2024 | Aug 30, 2024 |
| Steven Michael Partyka | Raymond James & Associates, Inc. national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 7, 2024 | Aug 1, 2024 |
| Paul Anthony Noel | Raymond James & Associates, Inc. national BD | Robert W. Baird & Co. Incorporated mixed wealth | Affiliated broker-dealer or bank to independent RIA | Aug 6, 2024 | Aug 1, 2024 |
| Jacob Mitchell Overbey | Raymond James & Associates, Inc. national BD | Voya Financial Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Aug 6, 2024 | Jul 31, 2024 |
| Joseph D Guerra | Raymond James & Associates, Inc. national BD | Adero Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 2, 2024 | Mar 31, 2025 (241 d) |
| Stacey Lynn Mullin | Raymond James & Associates, Inc. national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jul 30, 2024 | May 10, 2019 |
| Rebecca Ann Adelaide Russell | Raymond James & Associates, Inc. national BD | UBS Financial Services Inc. wirehouse | Affiliated broker-dealer or bank to wirehouse | Jul 30, 2024 | Jul 25, 2024 |
| Nicole Renee Wright | Raymond James & Associates, Inc. national BD | Cuso Financial Services, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Jul 24, 2024 | Jul 24, 2024 |
| Skyler Manabu Eubank | Raymond James & Associates, Inc. national BD | Perspective Wealth Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 23, 2024 | Aug 8, 2024 |
| Rachel Ann Calvert Sowers | Raymond James & Associates, Inc. national BD | Waypoint Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 19, 2024 | Jan 21, 2025 (186 d) |
| Franco Michael Cosi | Raymond James & Associates, Inc. national BD | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Jul 18, 2024 | Jul 31, 2024 |
| Kelly Sue Janzen | Raymond James & Associates, Inc. national BD | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Jul 17, 2024 | Jul 31, 2024 |
| Tai S. Park | Raymond James & Associates, Inc. national BD | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Jul 8, 2024 | Dec 3, 2024 (148 d) |
| Kaleigh Stovall Shipman | Raymond James & Associates, Inc. national BD | Hightower Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 8, 2024 | Jul 11, 2024 |
| John David Sparks | Raymond James & Associates, Inc. national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jul 8, 2024 | Jun 24, 2024 |
| Doina C Benac | Raymond James & Associates, Inc. national BD | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Jun 28, 2024 | Jul 17, 2024 |
| Gregory Giunto | Raymond James & Associates, Inc. national BD | Edward Jones national BD | Affiliated broker-dealer or bank to another | Jun 27, 2024 | Jun 21, 2024 |
| Joshua David Loud | Raymond James & Associates, Inc. national BD | Janney Montgomery Scott LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 27, 2024 | Jun 28, 2024 |
| Luke T Polak | Raymond James & Associates, Inc. national BD | RBC Capital Markets, LLC national BD | Affiliated broker-dealer or bank to another | Jun 27, 2024 | Jul 2, 2024 |
| Mark Zapotosky | Raymond James & Associates, Inc. national BD | Voya Financial Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 25, 2024 | Jun 18, 2024 |
| Kensley Mikale Yarbrough | Raymond James & Associates, Inc. national BD | D.A. Davidson & Co. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 25, 2024 | Jun 19, 2024 |
| Kristiaan W. De Roos | Raymond James & Associates, Inc. national BD | Newedge Advisors BD affiliated | Affiliated broker-dealer or bank to another | Jun 24, 2024 | Jun 17, 2024 |
| Christopher Silder Lynch | Raymond James & Associates, Inc. national BD | D.A. Davidson & Co. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 21, 2024 | Jun 18, 2024 |
| Patrick Russell Mclaughlin | Raymond James & Associates, Inc. national BD | Foundation Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 21, 2024 | Aug 26, 2024 (66 d) |
| Fraser George Schaufele | Raymond James & Associates, Inc. national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jun 21, 2024 | Jun 17, 2024 |
| Dillon Christopher Lynch | Raymond James & Associates, Inc. national BD | D.A. Davidson & Co. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 21, 2024 | Jun 18, 2024 |
| Billy T. Lynch | Raymond James & Associates, Inc. national BD | D.A. Davidson & Co. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 21, 2024 | Jun 19, 2024 |
| Wilkes Thomas Martin | Raymond James & Associates, Inc. national BD | Newedge Advisors BD affiliated | Affiliated broker-dealer or bank to another | Jun 17, 2024 | Jun 17, 2024 |
| Jake Robert Fleischer | Raymond James & Associates, Inc. national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jun 13, 2024 | Jun 10, 2024 |
| Jordan Janis | Raymond James & Associates, Inc. national BD | Principal Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 4, 2024 | Jun 17, 2024 |
2,767 moves match.