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.
6,598 moves
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Charles Bailey Poston | Pinnacle Wealth Advisors independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Jun 9, 2025 | May 7, 2025 |
| Mark Andrew Pomeroy | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Raymond James Financial Services Advisors, Inc BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 6, 2025 | Jun 5, 2025 |
| Michael Wesley Hall | Stifel, Nicolaus & Company, Incorporated national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jun 5, 2025 | May 28, 2025 |
| Garret James Peterman | Wells Fargo Advisors wirehouse | Raymond James Financial Services Advisors, Inc BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 5, 2025 | Jun 2, 2025 |
| Matthew Ryan Wojcik | Equitable Advisors, LLC national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jun 5, 2025 | Jul 16, 2025 (41 d) |
| John Michael Genova | Osaic Wealth, Inc. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jun 4, 2025 | May 30, 2025 |
| Chad Eric Hoener | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Raymond James Financial Services Advisors, Inc BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 3, 2025 | May 30, 2025 |
| Charles Masayoshi Aoki | LPL Financial LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jun 3, 2025 | Jun 10, 2025 |
| Jan Parkinson Lofthouse | D.A. Davidson & Co. independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | May 29, 2025 | May 22, 2025 |
| Issac G Preis | Ameriprise Financial Services, LLC national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | May 29, 2025 | Jun 9, 2025 |
| Abigail Miner Davis | D.A. Davidson & Co. independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | May 29, 2025 | Jun 3, 2025 |
| Emir Culov | Wells Fargo Advisors wirehouse | Raymond James Financial Services Advisors, Inc BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 28, 2025 | May 19, 2025 |
| Amela Culov | Wells Fargo Advisors wirehouse | Raymond James Financial Services Advisors, Inc BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 28, 2025 | May 19, 2025 |
| Jennifer Marie Brown | J.P. Morgan Securities LLC wirehouse | Raymond James Financial Services Advisors, Inc BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 27, 2025 | Jun 10, 2025 |
| Brack Avery Register | Capsouth Wealth Management mixed wealth | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | May 27, 2025 | Jun 3, 2025 |
| Travis Michael Rose | Thrivent Investment Management Inc. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | May 23, 2025 | May 22, 2025 |
| Scott James Greening | Thrivent Investment Management Inc. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | May 23, 2025 | May 22, 2025 |
| Anne Marie Nowak | Thrivent Investment Management Inc. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | May 23, 2025 | May 22, 2025 |
| Jeffrey Thomas Breit | Thrivent Investment Management Inc. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | May 23, 2025 | May 22, 2025 |
| Quincy Louis Johnson | Thrivent Investment Management Inc. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | May 23, 2025 | May 22, 2025 |
| Eric Timothy Holbrook | D.A. Davidson & Co. independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | May 22, 2025 | May 22, 2025 |
| Christina Tijerina Fallin | Ameriprise Financial Services, LLC national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | May 21, 2025 | May 20, 2025 |
| Jerrad Curtis Bridgmon | Ameriprise Financial Services, LLC national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | May 21, 2025 | May 19, 2025 |
| Steven Daniel Spivey | LPL Financial LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | May 21, 2025 | May 2, 2025 |
| Michael Paul Axline | Fbl Wealth Management, LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | May 21, 2025 | May 15, 2025 |
| Neal Siena | Ameriprise Financial Services, LLC national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | May 20, 2025 | May 1, 2025 |
| Jak Cukaj | Ameriprise Financial Services, LLC national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | May 19, 2025 | May 1, 2025 |
| Alyn Scott Rumbold | LPL Financial LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | May 16, 2025 | May 1, 2025 |
| Stanley Scott Langley | Raymond James & Associates, Inc. national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | May 16, 2025 | May 15, 2025 |
| James Garrett Janka | Avantax Advisory Services BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | May 16, 2025 | May 13, 2025 |
| Madison Ellice Perry | Raymond James & Associates, Inc. national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | May 16, 2025 | Jun 9, 2025 |
| Brian Lee Cooper | Northwest Financial Advisors LLC independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | May 14, 2025 | Aug 5, 2025 (83 d) |
| Garrett Timothy Boyd | Northwest Financial Advisors LLC independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | May 14, 2025 | May 1, 2025 |
| Julie Anne Gleason | Northwest Financial Advisors LLC independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | May 13, 2025 | May 1, 2025 |
| Glen Matthew Cesari | Northwest Financial Advisors LLC independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | May 9, 2025 | May 1, 2025 |
| Justin L Valadez | Northwest Financial Advisors LLC independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | May 9, 2025 | May 1, 2025 |
| Braden Thomas Radcliff | Janney Montgomery Scott LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | May 9, 2025 | Jul 24, 2025 (76 d) |
| Kyle Linden Conger | LPL Financial LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | May 8, 2025 | Apr 21, 2025 |
| Nathan Shioji Kurita | Pinnacle Wealth Advisors independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | May 7, 2025 | Apr 21, 2025 |
| Anthony Gillespie Gaines | Wells Fargo Advisors wirehouse | Raymond James Financial Services Advisors, Inc BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 6, 2025 | May 1, 2025 |
| Gregory Joseph Mitchell | Raymond James & Associates, Inc. national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | May 6, 2025 | May 1, 2025 |
| Jason Thomas Buford | Umb Financial Services, Inc. independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | May 6, 2025 | May 12, 2025 |
| Brigitte Mariejeanne Davison | Ameriprise Financial Services, LLC national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | May 5, 2025 | May 1, 2025 |
| Nidcharan Kulsudja | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | May 5, 2025 | Oct 2, 2025 (150 d) |
| William Alexander Longing | Ameriprise Financial Services, LLC national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | May 5, 2025 | May 1, 2025 |
| Charles Camilleri | Ameriprise Financial Services, LLC national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | May 2, 2025 | May 1, 2025 |
| Erica Renee Dunn | LPL Financial LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | May 2, 2025 | Apr 29, 2025 |
| James Frederick Rose | LPL Financial LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | May 2, 2025 | May 1, 2025 |
| Shye Wesley Link | LPL Financial LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | May 2, 2025 | May 1, 2025 |
| Adam Bernard Sloane | Ameriprise Financial Services, LLC national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | May 2, 2025 | May 1, 2025 |
| James William Phillips | Morgan Stanley wirehouse | Raymond James Financial Services Advisors, Inc BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 1, 2025 | Apr 17, 2025 |
| Robert Melle | LPL Enterprise, LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | May 1, 2025 | May 2, 2025 |
| Nicole Andrea Klekas | Morgan Stanley wirehouse | Raymond James Financial Services Advisors, Inc BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 1, 2025 | Apr 17, 2025 |
| Aaron James Phillips | Morgan Stanley wirehouse | Raymond James Financial Services Advisors, Inc BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 1, 2025 | Apr 17, 2025 |
| Amanda Smith | Northwestern Mutual Investment Services,LLC no RAUM | Raymond James Financial Services Advisors, Inc BD affiliated | Other | May 1, 2025 | May 12, 2025 |
| Jordan Otoniel Fletcher | Morgan Stanley wirehouse | Raymond James Financial Services Advisors, Inc BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 1, 2025 | Apr 17, 2025 |
| Martha Stubblefield Mason | Taylor Securities, Inc. independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Apr 30, 2025 | May 5, 2025 |
| George Wood Moody | Taylor Securities, Inc. independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Apr 30, 2025 | May 5, 2025 |
| Gene Steinberg | Raymond James & Associates, Inc. national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Apr 30, 2025 | May 2, 2025 |
| Theodore Everett Desautels | Stifel Independent Advisors, LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Apr 30, 2025 | May 1, 2025 |