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 |
|---|---|---|---|---|---|
| Michael Lewis Williams | 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 |
| Shelley Danae Teskey | 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 |
| Spencer Michael Williams | 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 |
| Adam Craig Miller | 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 |
| Thomas Michael Boogren | 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 |
| Abdiwahab Daud | Strategic Advisers LLC national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jul 31, 2025 | Oct 20, 2025 (81 d) |
| Michael Raymond Scanlan | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jul 30, 2025 | Jul 29, 2025 |
| Scott Thomas Aune | Northwest Financial Advisors LLC independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Jul 30, 2025 | Jul 27, 2026 (362 d) |
| Tammy Jean Wood | LPL Financial LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jul 30, 2025 | Jul 24, 2025 |
| Jamie Renee Hampton | Cliftonlarsonallen Wealth Advisors, LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jul 29, 2025 | Jul 29, 2025 |
| Ethan C Latty | Raymond James & Associates, Inc. national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jul 29, 2025 | Jul 28, 2025 |
| Eric James Leonhardt | Cliftonlarsonallen Wealth Advisors, LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jul 29, 2025 | Jul 29, 2025 |
| Benjamin Irvin Johnson | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jul 28, 2025 | Jul 24, 2025 |
| Richard Chisom Osuji | Wells Fargo Advisors wirehouse | Raymond James Financial Services Advisors, Inc BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 28, 2025 | Jul 23, 2025 |
| Holden Paul Varvel | Total Wealth Planning, LLC independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Jul 28, 2025 | Aug 5, 2025 |
| Emily Capley | UBS Financial Services Inc. wirehouse | Raymond James Financial Services Advisors, Inc BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 25, 2025 | Aug 7, 2025 |
| Nakia Schwann Martin | LPL Financial LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jul 24, 2025 | Jul 22, 2025 |
| Joseph Michael Jabar | LPL Financial LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jul 23, 2025 | Jul 15, 2025 |
| Frederick Hamilton Fischer | LPL Financial LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jul 22, 2025 | Jul 14, 2025 |
| Raymond Paul Croteau | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jul 22, 2025 | Jul 21, 2025 |
| Andrew Richard Staley | Avantax Advisory Services BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jul 22, 2025 | Jul 31, 2025 |
| Dane Bernard Robison | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jul 22, 2025 | Jul 22, 2025 |
| Joseph Raymond Croteau | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jul 22, 2025 | Jul 28, 2025 |
| Craig Lloyd Slater | Morgan Stanley wirehouse | Raymond James Financial Services Advisors, Inc BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 18, 2025 | Jul 17, 2025 |
| Ross Elton Hendrix | Citigroup Global Markets Inc. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jul 18, 2025 | Aug 28, 2025 (41 d) |
| Anthony Joseph Breen | Alphamont Funds unclassified | Raymond James Financial Services Advisors, Inc BD affiliated | Other | Jul 18, 2025 | Jul 10, 2025 |
| Tyler Mark Sacco | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jul 17, 2025 | Jul 16, 2025 |
| Jeremy Isaac Beck | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jul 16, 2025 | Jul 16, 2025 |
| Matthew Joseph Pitrola | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jul 16, 2025 | Jul 16, 2025 |
| Jacob Benjamin Wood | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jul 16, 2025 | Jul 16, 2025 |
| Timothy Wayne Bembry | Wells Fargo Advisors wirehouse | Raymond James Financial Services Advisors, Inc BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 15, 2025 | Jul 7, 2025 |
| Edgar Luis Acosta | Wells Fargo Advisors wirehouse | Raymond James Financial Services Advisors, Inc BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 15, 2025 | Jul 7, 2025 |
| Robert G Fogarty | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Raymond James Financial Services Advisors, Inc BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 11, 2025 | Jun 20, 2025 |
| Matthew Walter Hull | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jul 11, 2025 | Jul 10, 2025 |
| Kyong Yu Peterson | Raymond James & Associates, Inc. national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jul 8, 2025 | Jul 7, 2025 |
| Krystal Carmona Lee | Figure 8 Investment Strategies LLC independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Jul 8, 2025 | Apr 16, 2026 (282 d) |
| Robert Woodhead Winder | First Financial Advisors unclassified | Raymond James Financial Services Advisors, Inc BD affiliated | Other | Jul 8, 2025 | Jul 8, 2025 |
| Joseph Andrew Toth | Raymond James & Associates, Inc. national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jul 7, 2025 | Aug 13, 2025 (37 d) |
| Andrew K Johnson | Ameriprise Financial Services, LLC national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jul 7, 2025 | Jul 17, 2025 |
| Delton Cobert Drum | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jul 7, 2025 | Jun 26, 2025 |
| Lisa Michelle Humphres | First Horizon Advisors, Inc mixed wealth | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Jul 7, 2025 | Jul 28, 2026 (386 d) |
| Jonathan Andrew Hall | Raymond James & Associates, Inc. national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jul 2, 2025 | Jul 1, 2025 |
| Luke Warren Mckelvy | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jul 2, 2025 | Jul 2, 2025 |
| Jose Fernando Campos | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jul 2, 2025 | Jul 1, 2025 |
| Leo David Boisvert | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jul 1, 2025 | Jun 30, 2025 |
| Erik Geoffrey Heben | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jul 1, 2025 | Jun 30, 2025 |
| James Patrick Furrow | Cetera Investment Advisers LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jun 30, 2025 | Jun 26, 2025 |
| Davonta Issiah Martin | Lion Street Advisors, LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jun 30, 2025 | Sep 25, 2025 (87 d) |
| Jacob Lee Snyder | Strategic Advisers LLC national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jun 27, 2025 | Aug 7, 2025 (41 d) |
| Michael Scott Coe | Cetera Investment Advisers LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jun 26, 2025 | Jun 26, 2025 |
| Lisa Marie Siemering | Cetera Investment Advisers LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jun 26, 2025 | Jun 26, 2025 |
| Jason Ma | J.P. Morgan Securities LLC wirehouse | Raymond James Financial Services Advisors, Inc BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 26, 2025 | Sep 15, 2025 (81 d) |
| Brett Murphy Barstow | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jun 26, 2025 | Jun 26, 2025 |
| Meshal Waqar | Cetera Investment Advisers LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jun 26, 2025 | Jun 26, 2025 |
| Ashley Lynn Huff | Stifel, Nicolaus & Company, Incorporated national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jun 26, 2025 | Sep 29, 2025 (95 d) |
| Douglas Albert Pastor | Wells Fargo Advisors wirehouse | Raymond James Financial Services Advisors, Inc BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 25, 2025 | Jun 16, 2025 |
| Todd Charles Ferguson | Wells Fargo Advisors wirehouse | Raymond James Financial Services Advisors, Inc BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 25, 2025 | Jun 16, 2025 |
| Christina Hope Zimmer | Raymond James & Associates, Inc. national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jun 25, 2025 | Aug 2, 2022 |
| Ju Hui Sirithasack | Umb Financial Services, Inc. independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Jun 25, 2025 | Aug 27, 2025 (63 d) |
| Tyler James Peachey | Wealth Alliance Advisory Group, LLC independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Jun 25, 2025 | Jan 24, 2025 |