DFX Intelligence
Advisor moves
Arrivals at Raymond James Financial Services Advisors, IncWhat a move isA 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.
6,520 moves
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Christopher Leavay | Wells Fargo Advisors wirehouse | Raymond James Financial Services Advisors, Inc BD affiliated | Wirehouse to affiliated broker-dealer or bank | Oct 10, 2025 | Oct 27, 2025 |
| Brian Elliott Keister | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 9, 2025 | Oct 6, 2025 |
| Josef D Chiapelli | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 9, 2025 | Oct 6, 2025 |
| Mary Beth Burket | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Raymond James Financial Services Advisors, Inc BD affiliated | Wirehouse to affiliated broker-dealer or bank | Oct 9, 2025 | Feb 2, 2026 (116 d) |
| Sara Elizabeth Hinthorne | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 9, 2025 | Oct 6, 2025 |
| Joshua Charles Keister | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 9, 2025 | Oct 6, 2025 |
| Terri Suzanne Beaudoin | RBC Capital Markets, LLC national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 9, 2025 | Jun 1, 2026 (235 d) |
| Samuel Powel Preine | LPL Financial LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 9, 2025 | Oct 14, 2025 |
| Deidre Lynn Bowman | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 8, 2025 | Oct 8, 2025 |
| Anthony Ward Dye | Raymond James & Associates, Inc. national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 8, 2025 | Oct 7, 2025 |
| Johnny Christian Arnold | Equitable Advisors, LLC national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 8, 2025 | Oct 2, 2025 |
| Raymond Peter Dimuzio | Equitable Advisors, LLC national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 8, 2025 | Oct 1, 2025 |
| Benjamin Aaron Miles | Equitable Advisors, LLC national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 8, 2025 | Oct 1, 2025 |
| David Matthew Gonzalez | Raymond James & Associates, Inc. national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 8, 2025 | Oct 7, 2025 |
| Micah John Gear | Raymond James & Associates, Inc. national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 8, 2025 | Oct 6, 2025 |
| Zachary Clark Edwards | Balanced Wealth Group LLC independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Oct 8, 2025 | Oct 14, 2025 |
| Russell Matthew Roush | Raymond James & Associates, Inc. national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 7, 2025 | Oct 6, 2025 |
| Kenneth Christopher Johnson | Raymond James & Associates, Inc. national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 7, 2025 | Oct 6, 2025 |
| Harold Mac Sipe | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 7, 2025 | Oct 7, 2025 |
| Luis Justo Gonzalez | Osaic Institutions, Inc. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 7, 2025 | Oct 6, 2025 |
| Brandy Clements-Corder | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 7, 2025 | Oct 6, 2025 |
| Carlos Manuel Chapa | Osaic Institutions, Inc. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 7, 2025 | Oct 6, 2025 |
| Jason Edgar Holland | Truist Advisory Services, Inc. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 7, 2025 | Sep 18, 2025 |
| Kristian Kvols Martin | Raymond James & Associates, Inc. national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 7, 2025 | Oct 6, 2025 |
| Sean Patrick Burke | Equitable Advisors, LLC national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 7, 2025 | Oct 1, 2025 |
| Jacob Alexander Tavrytzky | Equitable Advisors, LLC national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 7, 2025 | Oct 1, 2025 |
| Michael Alan Manning | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 6, 2025 | Oct 6, 2025 |
| Richard Semmes Carlquist | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 6, 2025 | Oct 6, 2025 |
| Hanxu Qin | B.O.S.S. Retirement Advisors, LLC independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Oct 6, 2025 | Mar 9, 2026 (154 d) |
| Edward Jonathan Sokolowski | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 3, 2025 | Oct 2, 2025 |
| Linda Callinan Beardsley | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 3, 2025 | Dec 1, 2025 (59 d) |
| Paul Allen Williamson | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 2, 2025 | Oct 1, 2025 |
| Trevor James Becker | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 2, 2025 | Oct 2, 2025 |
| Jeromiah Joseph Scott | Equitable Advisors, LLC national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 2, 2025 | Oct 3, 2025 |
| Kelly Rosa Haber | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 2, 2025 | Oct 15, 2025 |
| Peter Kristian Kotkas | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 2, 2025 | Oct 1, 2025 |
| Christopher Scott Lanier | Equitable Advisors, LLC national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 2, 2025 | Oct 1, 2025 |
| William Trent Scarlett | Equitable Advisors, LLC national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 2, 2025 | Oct 1, 2025 |
| Nicholas Aaron Obie | Equitable Advisors, LLC national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 2, 2025 | Oct 1, 2025 |
| Ryan Anthony Smith | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 2, 2025 | Oct 1, 2025 |
| Mark Edward Asher | Equitable Advisors, LLC national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 2, 2025 | Oct 1, 2025 |
| Antonio Veni Bastos | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 2, 2025 | Oct 2, 2025 |
| Matthew Hamilton | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 2, 2025 | Oct 3, 2025 |
| Richard Kevin Sylvester | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 2, 2025 | Oct 16, 2025 |
| Ryan Edward Sokolowski | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 2, 2025 | Oct 1, 2025 |
| Sophie Miller | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 2, 2025 | Oct 16, 2025 |
| Stuart Brent Wainscott | Raymond James & Associates, Inc. national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 1, 2025 | Oct 1, 2025 |
| Michael Anthony Mordenti | Raymond James & Associates, Inc. national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 1, 2025 | Oct 1, 2025 |
| Charles Roland Ibach | Raymond James & Associates, Inc. national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 1, 2025 | Oct 1, 2025 |
| Mark Danner Richards | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 1, 2025 | Sep 30, 2025 |
| William Christian Wulfers | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 1, 2025 | Sep 25, 2025 |
| Jamie Ledon Lange | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 1, 2025 | Sep 30, 2025 |
| Nirmala Sarju Wulfers | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 1, 2025 | Sep 25, 2025 |
| Karl Andrew Mundt | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Sep 30, 2025 | Sep 30, 2025 |
| Keri Lynn Vaught | Cetera Investment Advisers LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Sep 30, 2025 | Sep 15, 2025 |
| Andrew Marc Friedman | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Sep 29, 2025 | Sep 26, 2025 |
| Marco Antonio Lopez | LPL Financial LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Sep 26, 2025 | Sep 24, 2025 |
| Barton Freeze Gunter | LPL Financial LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Sep 26, 2025 | Sep 23, 2025 |
| Jason Nevodia Little | LPL Financial LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Sep 26, 2025 | Sep 5, 2025 |
| Erick Carlos | LPL Financial LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Sep 26, 2025 | Sep 23, 2025 |