DFX Intelligence
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 |
|---|---|---|---|---|---|
| Elizabeth Bryant | Raymond James & Associates, Inc. national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Mar 4, 2026 | Sep 29, 2025 |
| William Bradford Reynolds | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Mar 3, 2026 | Mar 3, 2026 |
| Alejandro Carrasquel | LPL Financial LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Mar 3, 2026 | Mar 6, 2026 |
| Robert Samuel Ford | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Mar 3, 2026 | Mar 3, 2026 |
| John Derek Glicco | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Mar 3, 2026 | Mar 3, 2026 |
| Carla Rae Bailey | LPL Financial LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Mar 3, 2026 | Feb 17, 2026 |
| Christopher James Debeikes | Sequent Planning, LLC independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Mar 3, 2026 | Aug 28, 2026 (178 d) |
| Michelle Lyons Mcdonald | Truist Advisory Services, Inc. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Mar 3, 2026 | Apr 1, 2026 |
| Cindy Chai Yu Hayes | Bruno Mountain Advisory, LLC state registered | Raymond James Financial Services Advisors, Inc BD affiliated | Other | Mar 3, 2026 | Mar 25, 2026 |
| Christina Jean Oettinger | Thrivent Investment Management Inc. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Mar 2, 2026 | Mar 4, 2026 |
| Michael Santos | Citizens Securities, Inc. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Mar 2, 2026 | Apr 24, 2026 (53 d) |
| Ramann Satyam Kakani Nallamala | Sagespring Wealth Partners independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Mar 2, 2026 | Mar 13, 2026 |
| Samuel Jay Rosenbaum | J.P. Morgan Securities LLC wirehouse | Raymond James Financial Services Advisors, Inc BD affiliated | Wirehouse to affiliated broker-dealer or bank | Mar 1, 2026 | Mar 16, 2026 |
| Jeffrey Arthur Gore | Gps Wealth Strategies Group, LLC independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Feb 27, 2026 | Dec 1, 2025 |
| Jeffrey Davin Payne | Gps Wealth Strategies Group, LLC independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Feb 27, 2026 | Dec 1, 2025 |
| Erik Curtis Sorenson | Gps Wealth Strategies Group, LLC independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Feb 27, 2026 | Dec 1, 2025 |
| Robert John Boronski | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Feb 26, 2026 | Feb 23, 2026 |
| Reece Alan Nichols | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Feb 26, 2026 | Mar 9, 2026 |
| Kevin Lawrence Haddon | Raymond James & Associates, Inc. national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Feb 26, 2026 | Feb 26, 2026 |
| Russell Paul Karpf | LPL Financial LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Feb 25, 2026 | Feb 16, 2026 |
| James Joseph Thomure | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Feb 24, 2026 | Feb 20, 2026 |
| Joseph John Matovick | Wells Fargo Advisors wirehouse | Raymond James Financial Services Advisors, Inc BD affiliated | Wirehouse to affiliated broker-dealer or bank | Feb 24, 2026 | Feb 17, 2026 |
| Aleksey Lerner | Wells Fargo Advisors wirehouse | Raymond James Financial Services Advisors, Inc BD affiliated | Wirehouse to affiliated broker-dealer or bank | Feb 24, 2026 | Feb 17, 2026 |
| Oscar Luis Manrique | Wells Fargo Advisors wirehouse | Raymond James Financial Services Advisors, Inc BD affiliated | Wirehouse to affiliated broker-dealer or bank | Feb 24, 2026 | Feb 17, 2026 |
| Vladimir Zusman | Wells Fargo Advisors wirehouse | Raymond James Financial Services Advisors, Inc BD affiliated | Wirehouse to affiliated broker-dealer or bank | Feb 24, 2026 | Feb 17, 2026 |
| Wilson Passmore | MML Investors Services, LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Feb 24, 2026 | Feb 23, 2026 |
| Steffanie Ann Arduini | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Feb 23, 2026 | Feb 23, 2026 |
| Leeann Kalinski | Morgan Stanley wirehouse | Raymond James Financial Services Advisors, Inc BD affiliated | Wirehouse to affiliated broker-dealer or bank | Feb 23, 2026 | Mar 10, 2026 |
| Robert John Hall | Truist Advisory Services, Inc. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Feb 23, 2026 | Apr 8, 2026 (44 d) |
| Thomas Marshall Mcconnell | Charles Schwab & Co., Inc. national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Feb 20, 2026 | May 6, 2026 (75 d) |
| Baron Roger Davis | Thrivent Investment Management Inc. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Feb 18, 2026 | Feb 17, 2026 |
| Wade Alexander Schuette | Wells Fargo Advisors wirehouse | Raymond James Financial Services Advisors, Inc BD affiliated | Wirehouse to affiliated broker-dealer or bank | Feb 17, 2026 | Jan 15, 2026 |
| Sean Patrick Radnoti | Raymond James & Associates, Inc. national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Feb 17, 2026 | Jun 8, 2022 |
| Steven Ross Schiff | Ritholtz Wealth Management independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Feb 17, 2026 | Mar 16, 2026 |
| Thomas Vincent Minuto | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Feb 17, 2026 | Feb 17, 2026 |
| Stefan Lawrence Miranda | Ameriprise Financial Services, LLC national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Feb 16, 2026 | Feb 19, 2026 |
| Jeffrey Michael Walters | LPL Financial LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Feb 12, 2026 | Jan 22, 2026 |
| David Floyd Poole | Ameriprise Financial Services, LLC national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Feb 12, 2026 | Feb 5, 2026 |
| Ying Christa Ku | Ameriprise Financial Services, LLC national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Feb 12, 2026 | Feb 5, 2026 |
| Samantha Kristine Hart | Ameriprise Financial Services, LLC national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Feb 12, 2026 | Feb 5, 2026 |
| Jamie Stoneking | Ameriprise Financial Services, LLC national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Feb 12, 2026 | Feb 5, 2026 |
| Dawn Elizabeth Morris | Ameriprise Financial Services, LLC national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Feb 11, 2026 | Feb 5, 2026 |
| David Michael Plasse | LPL Financial LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Feb 11, 2026 | Feb 5, 2026 |
| John Richard Pavelka | Ameriprise Financial Services, LLC national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Feb 10, 2026 | Feb 5, 2026 |
| Nancy L Haufler | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Feb 10, 2026 | Feb 4, 2026 |
| Michael Raymond Mcnaughton | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Feb 9, 2026 | Feb 9, 2026 |
| Daniel Michael Schmitz | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Feb 9, 2026 | Feb 9, 2026 |
| Gregory Michael Schuler | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Feb 9, 2026 | Feb 9, 2026 |
| Traci Anne Lewis | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Feb 9, 2026 | Feb 9, 2026 |
| Allen Vincent Vitale | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Feb 9, 2026 | Feb 9, 2026 |
| Jeffrey Thomas Santillo | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Feb 9, 2026 | Feb 9, 2026 |
| Craig Harrison Miller | LPL Financial LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Feb 6, 2026 | Feb 2, 2026 |
| Corey Andrew Garner | LPL Financial LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Feb 6, 2026 | Feb 2, 2026 |
| Anthony Christopher Velarde | LPL Financial LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Feb 6, 2026 | Feb 2, 2026 |
| Brennan Charles Mcgaughy | LPL Financial LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Feb 6, 2026 | Feb 2, 2026 |
| Greg Shane Lavin | Osaic Wealth, Inc. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Feb 5, 2026 | Feb 2, 2026 |
| Jared Ross Fischer | Advisors Asset Management, Inc. mixed wealth | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Feb 5, 2026 | Feb 12, 2026 |
| Michael D Starr | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Feb 5, 2026 | Feb 4, 2026 |
| Kevin Jerold Clifford | Money Concepts Advisory Service BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Feb 4, 2026 | Feb 2, 2026 |
| Edwin Ray Kerley | Money Concepts Advisory Service BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Feb 4, 2026 | Feb 2, 2026 |
6,517 moves match.