DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Advisor moves
Arrivals at Raymond James Financial Services Advisors, Inc
A 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Christian Brett Karras | Strategic Advisers LLC national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 10, 2026 | Aug 31, 2026 |
| Krzysztof Jozef Przywara | Citizens Securities, Inc. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 7, 2026 | Aug 7, 2026 |
| Kevin Christopher Hosey | Umb Financial Services, Inc. independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Aug 7, 2026 | May 11, 2026 |
| Bryon Mecrey Brust | LPL Financial LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 6, 2026 | Jul 23, 2026 |
| Lance Leslie Shriver | Empower Advisory Group, LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 6, 2026 | Aug 4, 2026 |
| Christine Cannarsa Archer | LPL Financial LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 5, 2026 | Jul 23, 2026 |
| Steven John Deboy | LPL Financial LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 5, 2026 | Jul 21, 2026 |
| David Antonio Mejia | Koss-Olinger Consulting, LLC. independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Aug 5, 2026 | Aug 12, 2026 |
| Timothy Mark Weishorn | LPL Financial LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jul 29, 2026 | Jul 30, 2026 |
| Jeffrey Thomas Gue | Esi Financial Advisors independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Jul 24, 2026 | Jul 24, 2026 |
| John Mccausland Chapman | Morgan Stanley wirehouse | Raymond James Financial Services Advisors, Inc BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 21, 2026 | Jul 28, 2026 |
| Phoebe Rae Martin | Strategic Advisers LLC national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jul 20, 2026 | Jul 29, 2026 |
| Brenda Kay Rafferty | Kovack Advisors, Inc. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jul 15, 2026 | Jul 9, 2026 |
| Richmond Lee | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jul 15, 2026 | Jul 13, 2026 |
| Michael Mckinley Collett | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Raymond James Financial Services Advisors, Inc BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 14, 2026 | Jul 10, 2026 |
| Samuel Hollan Benbow | Osaic Wealth, Inc. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jul 14, 2026 | Jul 20, 2026 |
| Joshua Bradford Robbins | Charles Schwab & Co., Inc. national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jul 11, 2026 | Jul 6, 2026 |
| Turner Edward Wilson | Thrivent Investment Management Inc. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jul 8, 2026 | Jul 8, 2026 |
| Ronald Edward Munson | LPL Enterprise, LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jul 7, 2026 | Sep 14, 2026 (69 d) |
| Andrew John Zalic | Mai Capital Management, LLC independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Jul 6, 2026 | Aug 11, 2026 (36 d) |
| Michael Jonathan Skrzypczyk | Nottingham Advisors Inc. mixed wealth | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Jul 6, 2026 | Aug 13, 2026 (38 d) |
| Adam Christopher Kirby | Wells Fargo Advisors wirehouse | Raymond James Financial Services Advisors, Inc BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 2, 2026 | Jun 22, 2026 |
| William Berry Kirby | Wells Fargo Advisors wirehouse | Raymond James Financial Services Advisors, Inc BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 2, 2026 | Jun 22, 2026 |
| Quang Thi Phan | Raymond James & Associates, Inc. national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jul 1, 2026 | Jul 1, 2026 |
| Charles William Francis | LPL Financial LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jun 30, 2026 | Jul 20, 2026 |
| Matthew John Loftus | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Raymond James Financial Services Advisors, Inc BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 29, 2026 | Jun 26, 2026 |
| Evan Cristofer Mcmann | Masterworks Advisers, LLC independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Jun 29, 2026 | Aug 13, 2026 (45 d) |
| Ann-Sybill Emmanuel | LPL Enterprise, LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jun 29, 2026 | Sep 9, 2026 (72 d) |
| Don Dusan Milich | Raymond James & Associates, Inc. national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jun 26, 2026 | Jun 26, 2026 |
| Max Zimmerman Dean | Raymond James & Associates, Inc. national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jun 26, 2026 | Jun 26, 2026 |
| Christopher Crawford Stokes | Raymond James & Associates, Inc. national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jun 26, 2026 | Jun 26, 2026 |
| Cody Lee Hilbun | Raymond James & Associates, Inc. national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jun 26, 2026 | Jul 6, 2026 |
| Allison M Maier | Raymond James & Associates, Inc. national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jun 26, 2026 | Jun 26, 2026 |
| Daan Sebastian Mutsaers | Raymond James & Associates, Inc. national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jun 26, 2026 | Jun 26, 2026 |
| Thomas Alden Carlock | Raymond James & Associates, Inc. national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jun 26, 2026 | Jul 1, 2026 |
| Timothy Joseph Pulicare | Raymond James & Associates, Inc. national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jun 26, 2026 | Jul 1, 2026 |
| Daniel Timothy Pakkala | Raymond James & Associates, Inc. national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jun 26, 2026 | Jun 26, 2026 |
| Samuel Carlyle Conn | Raymond James & Associates, Inc. national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jun 26, 2026 | Jul 1, 2026 |
| Elizabeth Grace Curtis | Raymond James & Associates, Inc. national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jun 26, 2026 | Jun 30, 2026 |
| George Michael Orefici | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jun 25, 2026 | Jun 25, 2026 |
| Glenn Allan Hines | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jun 25, 2026 | Jun 24, 2026 |
| Michael Baptista | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jun 25, 2026 | Jun 26, 2026 |
| Matthew Ryan Brandon | First Citizens Investor Services, Inc. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jun 24, 2026 | Aug 31, 2026 (68 d) |
| Patrick Gerard Foran | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Raymond James Financial Services Advisors, Inc BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 24, 2026 | Jun 30, 2026 |
| Greg Robert Day | UBS Financial Services Inc. wirehouse | Raymond James Financial Services Advisors, Inc BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 22, 2026 | Jun 11, 2026 |
| Roberto De Jesus | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jun 22, 2026 | Jun 22, 2026 |
| Carroll Edward Mullis | UBS Financial Services Inc. wirehouse | Raymond James Financial Services Advisors, Inc BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 22, 2026 | Jun 11, 2026 |
| Cole Alexander Paschal | UBS Financial Services Inc. wirehouse | Raymond James Financial Services Advisors, Inc BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 22, 2026 | Jun 12, 2026 |
| Kimberly Mullins Dahnke | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jun 22, 2026 | Jun 18, 2026 |
| Kimberly Anne Rice | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jun 17, 2026 | Jun 15, 2026 |
| James Edward Koetting | J.P. Morgan Securities LLC wirehouse | Raymond James Financial Services Advisors, Inc BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 17, 2026 | Jul 14, 2026 |
| Donald Rex Calvert | U.S. Bancorp Advisors, LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jun 16, 2026 | Jun 15, 2026 |
| Micah Lee Hanson | LPL Financial LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jun 16, 2026 | Jun 12, 2026 |
| Robert Shane Mclamore | LPL Financial LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jun 16, 2026 | Jun 12, 2026 |
| Nicholas Scott Lewis | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jun 16, 2026 | Jun 15, 2026 |
| Hulon Otis Warlick | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jun 15, 2026 | Jun 15, 2026 |
| Heather Lynn Di Rosa | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Raymond James Financial Services Advisors, Inc BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 12, 2026 | Jun 15, 2026 |
| Kyle Harlow | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jun 12, 2026 | Jun 11, 2026 |
| Taylor Daniel Griffey | Wealthcare Advisory Partners LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jun 12, 2026 | Jun 8, 2026 |
| Brennen Taylor Stewart | Wealthcare Advisory Partners LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jun 12, 2026 | Jun 8, 2026 |
6,512 moves match.