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 |
|---|---|---|---|---|---|
| Logan O Bennis | Kovack Advisors, Inc. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Apr 30, 2025 | May 5, 2025 |
| David Alan Lankford | Taylor Securities, Inc. independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Apr 30, 2025 | May 1, 2025 |
| Donald Wayne Kellerman | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Raymond James Financial Services Advisors, Inc BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 28, 2025 | Apr 25, 2025 |
| Ryan Michael Wentworth | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Raymond James Financial Services Advisors, Inc BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 28, 2025 | Apr 25, 2025 |
| David Samuel Comstock | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Raymond James Financial Services Advisors, Inc BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 24, 2025 | Apr 16, 2025 |
| William Edward Blount | Wells Fargo Advisors wirehouse | Raymond James Financial Services Advisors, Inc BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 22, 2025 | Jul 18, 2025 (87 d) |
| Mary Katherine Sheahan | The Fiduciary Alliance independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Apr 21, 2025 | Apr 16, 2025 |
| Calen Harris Johnson | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Apr 17, 2025 | Apr 16, 2025 |
| Jodi Rudd | LPL Financial LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Apr 17, 2025 | Jun 27, 2025 (71 d) |
| Brandon Charles Fritts | LPL Financial LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Apr 17, 2025 | Apr 1, 2025 |
| Tracy Anne Prush | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Apr 16, 2025 | Apr 14, 2025 |
| Matthew C Strickland | MML Investors Services, LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Apr 16, 2025 | Jul 9, 2025 (84 d) |
| Sarah H Shockley | Raymond James & Associates, Inc. national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Apr 15, 2025 | Apr 16, 2025 |
| Jason Robert Januska | Charles Schwab & Co., Inc. national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Apr 11, 2025 | Jan 20, 2026 (284 d) |
| Joseph Michael Morphew | Farther independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Apr 11, 2025 | Sep 16, 2025 (158 d) |
| Daniel Nampha | Strategic Advisers LLC national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Apr 10, 2025 | Apr 14, 2025 |
| Alan J Graves | Cetera Investment Advisers LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Apr 10, 2025 | Apr 21, 2025 |
| William Harold Parrott | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Raymond James Financial Services Advisors, Inc BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 9, 2025 | Apr 28, 2025 |
| George Samuel Hoffman | Harbour Investments, Inc. independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Apr 7, 2025 | Apr 7, 2025 |
| Brenda Brooks Rocchio | Allstate Financial Advisors, LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Apr 4, 2025 | Apr 22, 2025 |
| Yun-Yu Szu | Cuso Financial Services, L.P. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Apr 4, 2025 | Apr 14, 2025 |
| Kathy Fales Hammock | Stonewall Asset Mgmt., Inc. unclassified | Raymond James Financial Services Advisors, Inc BD affiliated | Other | Apr 1, 2025 | Apr 4, 2025 |
| Jeffrey Allan Speight | Tanglewood Total Wealth Management, Inc. independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Apr 1, 2025 | Apr 10, 2025 |
| Kevin Scott Wedgworth | Morgan Stanley wirehouse | Raymond James Financial Services Advisors, Inc BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 1, 2025 | Mar 14, 2025 |
| William L Collingbourne | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Apr 1, 2025 | Apr 1, 2025 |
| Alaina Gayle Butler | Raymond James & Associates, Inc. national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Mar 31, 2025 | Mar 27, 2025 |
| Morgan Lynn Mcneely | Hornor, Townsend & Kent, LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Mar 28, 2025 | Apr 14, 2025 |
| Jon Scott Ladd | Raymond James & Associates, Inc. national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Mar 26, 2025 | Mar 25, 2025 |
| Allen Lee Sasser | Prosperity Capital Advisors independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Mar 26, 2025 | Jun 2, 2025 (68 d) |
| Jason Christensen Hancock | Morgan Stanley wirehouse | Raymond James Financial Services Advisors, Inc BD affiliated | Wirehouse to affiliated broker-dealer or bank | Mar 26, 2025 | Mar 10, 2025 |
| Joanna Moffitt Bever | Raymond James & Associates, Inc. national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Mar 25, 2025 | Mar 25, 2025 |
| Michael Curtis Forbes | D.A. Davidson & Co. independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Mar 24, 2025 | Mar 20, 2025 |
| Christopher John Guandolo | Janney Montgomery Scott LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Mar 24, 2025 | Mar 20, 2025 |
| Marc Allen Brown | Janney Montgomery Scott LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Mar 24, 2025 | Mar 20, 2025 |
| Colin Michael Forbes | D.A. Davidson & Co. independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Mar 24, 2025 | Mar 24, 2025 |
| Maria Anne Corradi | Janney Montgomery Scott LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Mar 24, 2025 | Mar 20, 2025 |
| Tyson Mitchell Lashley | Ameriprise Financial Services, LLC national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Mar 24, 2025 | Mar 20, 2025 |
| Rita Mari Endler | Janney Montgomery Scott LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Mar 24, 2025 | Mar 20, 2025 |
| Victoria Ross | J.P. Morgan Securities LLC wirehouse | Raymond James Financial Services Advisors, Inc BD affiliated | Wirehouse to affiliated broker-dealer or bank | Mar 23, 2025 | May 1, 2025 (39 d) |
| Amy Suzanne Allen | Ameriprise Financial Services, LLC national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Mar 21, 2025 | Jan 9, 2026 (294 d) |
| Deborah Gregory | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Mar 20, 2025 | Mar 20, 2025 |
| Eymer Enrique Escobar Ramirez | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Raymond James Financial Services Advisors, Inc BD affiliated | Wirehouse to affiliated broker-dealer or bank | Mar 20, 2025 | Mar 31, 2025 |
| Kristina A Trybus | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Raymond James Financial Services Advisors, Inc BD affiliated | Wirehouse to affiliated broker-dealer or bank | Mar 18, 2025 | Apr 1, 2025 |
| Adam Spencer Bloom | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Mar 17, 2025 | Mar 13, 2025 |
| Ryan William Bloom | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Mar 17, 2025 | Mar 13, 2025 |
| Francisco Peter Sorge | UBS Financial Services Inc. wirehouse | Raymond James Financial Services Advisors, Inc BD affiliated | Wirehouse to affiliated broker-dealer or bank | Mar 17, 2025 | Mar 6, 2025 |
| Tyler Donald Neary | Charles Schwab & Co., Inc. national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Mar 16, 2025 | Mar 17, 2025 |
| James Bowles Pender | Cuso Financial Services, L.P. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Mar 14, 2025 | Mar 14, 2025 |
| Nicholas James Anderson | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Raymond James Financial Services Advisors, Inc BD affiliated | Wirehouse to affiliated broker-dealer or bank | Mar 14, 2025 | Mar 14, 2025 |
| Joseph Louis Valdivia | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Mar 13, 2025 | Apr 17, 2025 (35 d) |
| Jenifer Lynn Champlin | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Mar 11, 2025 | Mar 3, 2025 |
| Kevin Francis Vasilik | Ameriprise Financial Services, LLC national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Mar 10, 2025 | Mar 7, 2025 |
| Kristi Ann Rossy | Ameriprise Financial Services, LLC national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Mar 10, 2025 | Mar 7, 2025 |
| Derek Justin Howe | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Mar 10, 2025 | Mar 11, 2025 |
| Kerigan A Schmidt | Morgan Stanley wirehouse | Raymond James Financial Services Advisors, Inc BD affiliated | Wirehouse to affiliated broker-dealer or bank | Mar 10, 2025 | Feb 24, 2025 |
| Vanessa Renee Carpenter | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Mar 9, 2025 | Feb 27, 2025 |
| Gregory Gene Dellinger | Raymond James & Associates, Inc. national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Mar 7, 2025 | Mar 3, 2025 |
| Joshua Adam Zoldan | Wells Fargo Advisors wirehouse | Raymond James Financial Services Advisors, Inc BD affiliated | Wirehouse to affiliated broker-dealer or bank | Mar 6, 2025 | May 19, 2025 (74 d) |
| Amanda Clair Lepla | Fidelity Personal And Workplace Advisors BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Mar 6, 2025 | Mar 10, 2025 |
| Andy Levoy Knowles | LPL Financial LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Mar 5, 2025 | Feb 20, 2025 |