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 |
|---|---|---|---|---|---|
| David Michael Burgio | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 15, 2025 | Aug 15, 2025 |
| Grant Alexander Rosen | Vanguard Advisers, Inc. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 15, 2025 | Aug 11, 2025 |
| William Lloyd Mixdorf | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 14, 2025 | Aug 14, 2025 |
| William Mcdonald | U.S. Bancorp Investments, Inc. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 14, 2025 | Jul 8, 2026 (328 d) |
| Rachel Moss | First Financial Advisors unclassified | Raymond James Financial Services Advisors, Inc BD affiliated | Other | Aug 14, 2025 | Aug 19, 2025 |
| Gary Lee Bragg | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 12, 2025 | Aug 11, 2025 |
| Daniel Lee Espenscheid | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 12, 2025 | Aug 13, 2025 |
| Michael Christopher Nerney | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 12, 2025 | Aug 11, 2025 |
| Colby Dionne | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 12, 2025 | Aug 11, 2025 |
| William Michael Conroy | M Holdings Securities, Inc. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 11, 2025 | Aug 11, 2025 |
| Thomas Christopher Rapp | M Holdings Securities, Inc. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 11, 2025 | Aug 11, 2025 |
| Ronald Julian Greenberg | M Holdings Securities, Inc. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 11, 2025 | Aug 11, 2025 |
| Joseph Peter Bartolomeo | M Holdings Securities, Inc. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 11, 2025 | Aug 13, 2025 |
| Dennis John Mojares | M Holdings Securities, Inc. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 11, 2025 | Aug 11, 2025 |
| Debbi Kim Wertheim | M Holdings Securities, Inc. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 11, 2025 | Aug 11, 2025 |
| Patrick Short Maguire | M Holdings Securities, Inc. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 11, 2025 | Aug 11, 2025 |
| Jonathan Byron Crozier | M Holdings Securities, Inc. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 11, 2025 | Aug 11, 2025 |
| Cole Smithers Koeniger | M Holdings Securities, Inc. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 11, 2025 | Aug 11, 2025 |
| Adam David Sendzischew | M Holdings Securities, Inc. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 11, 2025 | Aug 13, 2025 |
| Jeffrey George Newman | M Holdings Securities, Inc. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 11, 2025 | Aug 11, 2025 |
| Kyle Michelle Leaderman | M Holdings Securities, Inc. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 11, 2025 | Aug 13, 2025 |
| Ryan Wynn Miscik | M Holdings Securities, Inc. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 11, 2025 | Aug 11, 2025 |
| Jordan Lee Crowley | M Holdings Securities, Inc. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 11, 2025 | Aug 11, 2025 |
| Jacob Samuel Greenberg | M Holdings Securities, Inc. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 11, 2025 | Aug 11, 2025 |
| Ryan Matthew Pergola | M Holdings Securities, Inc. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 11, 2025 | Aug 11, 2025 |
| Thomas Keith Brown | M Holdings Securities, Inc. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 11, 2025 | Aug 11, 2025 |
| Michael Matthew Pfenninger | M Holdings Securities, Inc. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 11, 2025 | Aug 11, 2025 |
| Jack Graffam Grondin | M Holdings Securities, Inc. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 11, 2025 | Aug 11, 2025 |
| Brian Robert Rapp | M Holdings Securities, Inc. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 11, 2025 | Aug 11, 2025 |
| Dante Joseph Zicarelli | M Holdings Securities, Inc. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 11, 2025 | Aug 11, 2025 |
| Maxwell Kopelman | M Holdings Securities, Inc. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 11, 2025 | Aug 11, 2025 |
| Robert Marshall Jones | M Holdings Securities, Inc. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 11, 2025 | Aug 11, 2025 |
| Justin Adam Gelman | M Holdings Securities, Inc. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 8, 2025 | Jan 5, 2026 (150 d) |
| Michael Riedmuller | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 8, 2025 | Aug 7, 2025 |
| Alex Wolfenden | Fisher Investments independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Aug 8, 2025 | Aug 12, 2025 |
| Lawrence Arthur Abbiati | Goldman Sachs Wealth Services, L.P. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 6, 2025 | Aug 14, 2025 |
| Tamara Kaye Colvin | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 5, 2025 | Aug 4, 2025 |
| Stewart Lee Flaherty | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 5, 2025 | Aug 4, 2025 |
| Christopher William Pascale | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 5, 2025 | Aug 6, 2025 |
| Jeremy Mark Lobo | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 5, 2025 | Aug 6, 2025 |
| Terry Darren Royal | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 5, 2025 | Aug 4, 2025 |
| Lia Koal Casino | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 5, 2025 | Aug 4, 2025 |
| Michael Anthony Mendillo | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 5, 2025 | Aug 5, 2025 |
| Jordan Robert True | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 5, 2025 | Aug 5, 2025 |
| Alex Loyd Lutz | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 5, 2025 | Aug 6, 2025 |
| Dante Williams | Thrivent Investment Management Inc. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 5, 2025 | Aug 5, 2025 |
| Danielle Shirleyann Holmes | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 4, 2025 | Aug 7, 2025 |
| Charlene Katherine Dolan | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 4, 2025 | Aug 7, 2025 |
| John Roland Macdonald | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 4, 2025 | Aug 4, 2025 |
| Christopher Paul Bienvenu | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 4, 2025 | Aug 4, 2025 |
| Melanie L Migneault | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 4, 2025 | Aug 4, 2025 |
| Jordon Rion Wheeler | LPL Financial LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 4, 2025 | Jul 31, 2025 |
| Cody Alan Heins | LPL Financial LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 4, 2025 | Jul 31, 2025 |
| Mark Stephenson | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 1, 2025 | Aug 1, 2025 |
| Bart William Little | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 1, 2025 | Aug 1, 2025 |
| Kimberly A Douglas | Grove Point Advisors, LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 1, 2025 | Aug 26, 2025 |
| Christopher Allen Richey | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 1, 2025 | Aug 1, 2025 |
| Joshua Ryan Johnson | Grove Point Advisors, LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 1, 2025 | Nov 24, 2025 (115 d) |
| Timothy Kamp | Fifth Third Securities, Inc. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 1, 2025 | Aug 1, 2025 |
| Gregory Jay Hinkson | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jul 31, 2025 | Jul 31, 2025 |