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 |
|---|---|---|---|---|---|
| Jordan Andrew Milani | MML Investors Services, LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Feb 4, 2026 | Mar 31, 2026 (55 d) |
| Marsha Sue Clark | 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 |
| Connor Frederick Heck | Osaic Wealth, Inc. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Feb 4, 2026 | Feb 2, 2026 |
| John William Nolan | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Feb 4, 2026 | Feb 2, 2026 |
| Jacob Thomas Norlander | Osaic Wealth, Inc. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Feb 4, 2026 | Feb 2, 2026 |
| Kristen Anne Crass | Osaic Wealth, Inc. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Feb 4, 2026 | Feb 2, 2026 |
| Nicholas Berrigan Hennessy | 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 |
| Keaton Hower Smith | Thrivent Investment Management Inc. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Feb 4, 2026 | Feb 27, 2026 |
| Rebecca Elizabeth Skirvin | Thrivent Investment Management Inc. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Feb 3, 2026 | Feb 2, 2026 |
| David Lee Erwin | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Feb 2, 2026 | Feb 2, 2026 |
| Reed Peter Thompson | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Feb 2, 2026 | Feb 2, 2026 |
| Phillip Matthew Faubert | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Feb 2, 2026 | Feb 2, 2026 |
| John Richard Pratti | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Feb 2, 2026 | Feb 3, 2026 |
| Jayar Dean Williams | Truist Advisory Services, Inc. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Feb 2, 2026 | Mar 3, 2026 |
| Jillian Catherine Feehan | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Feb 2, 2026 | Feb 20, 2026 |
| Nicholas Timothy Smail | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Raymond James Financial Services Advisors, Inc BD affiliated | Wirehouse to affiliated broker-dealer or bank | Feb 2, 2026 | Feb 2, 2026 |
| Patrick James Sheehan | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Feb 2, 2026 | Feb 12, 2026 |
| Stephen Charles Platt | Raymond James & Associates, Inc. national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jan 30, 2026 | Aug 23, 2021 |
| Emily Ann Agresta | Prosperity Capital Advisors independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Jan 30, 2026 | Feb 6, 2026 |
| Matthew T Streif | UBS Financial Services Inc. wirehouse | Raymond James Financial Services Advisors, Inc BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jan 29, 2026 | Jan 20, 2026 |
| Jerry Layne Borden | Wells Fargo Advisors wirehouse | Raymond James Financial Services Advisors, Inc BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jan 29, 2026 | Jan 20, 2026 |
| Julianne Parrish Devarennes | LPL Enterprise, LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jan 29, 2026 | Jan 16, 2026 |
| Joseph James Wind | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jan 28, 2026 | Jan 27, 2026 |
| Gregory Stewart Yeary | UBS Financial Services Inc. wirehouse | Raymond James Financial Services Advisors, Inc BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jan 27, 2026 | Jan 15, 2026 |
| John-Paul Davis | Trutoro independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Jan 26, 2026 | Jan 28, 2026 |
| Joshua Ray Cotten | LPL Financial LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jan 26, 2026 | Jan 27, 2026 |
| Bradley Thomas Goss | Trutoro independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Jan 26, 2026 | Jan 28, 2026 |
| Joseph Santiago Ayala | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jan 26, 2026 | Jan 23, 2026 |
| Ehan O'Donnell Keator | Davenport & Company LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jan 26, 2026 | Mar 19, 2026 (52 d) |
| Nichole Marie Mccarthy | Ameriprise Financial Services, LLC national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jan 23, 2026 | Jan 20, 2026 |
| Jewel Hockett | Raymond James & Associates, Inc. national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jan 23, 2026 | Oct 13, 2025 |
| Nicholas Difalco | Ameriprise Financial Services, LLC national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jan 22, 2026 | Jan 16, 2026 |
| Scott Edward Kelly | Ameriprise Financial Services, LLC national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jan 22, 2026 | Jan 16, 2026 |
| Nicholas Arthur Nielsen | Independent Advisor Alliance, LLC other | Raymond James Financial Services Advisors, Inc BD affiliated | Other | Jan 22, 2026 | Jan 22, 2026 |
| William Richard Miller | Independent Advisor Alliance, LLC other | Raymond James Financial Services Advisors, Inc BD affiliated | Other | Jan 22, 2026 | Jan 22, 2026 |
| James Michael Schmertmann | LPL Financial LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jan 21, 2026 | Jan 20, 2026 |
| John Steven Bush | LPL Financial LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jan 21, 2026 | Jan 20, 2026 |
| Shane Conroy Swift | LPL Financial LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jan 21, 2026 | Jan 20, 2026 |
| Brett A Johnson | LPL Financial LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jan 21, 2026 | Jan 20, 2026 |
| Eric Gene Vanwinkle | LPL Financial LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jan 21, 2026 | Jan 20, 2026 |
| Clark Andrew Henry | Strategic Advisers LLC national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jan 21, 2026 | Jan 13, 2026 |
| Tim John Bodette | Wells Fargo Advisors wirehouse | Raymond James Financial Services Advisors, Inc BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jan 20, 2026 | Jan 15, 2026 |
| Matthew Scott Long | UBS Financial Services Inc. wirehouse | Raymond James Financial Services Advisors, Inc BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jan 19, 2026 | Jan 7, 2026 |
| Kathleen Diane Toschi | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jan 16, 2026 | Jan 15, 2026 |
| Michael Christopher Croker | Lincoln Investment independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Jan 16, 2026 | Jan 16, 2026 |
| Marty Hodge | Lincoln Investment independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Jan 16, 2026 | Jan 16, 2026 |
| Christopher Haas | Capital Analysts BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jan 16, 2026 | Jan 16, 2026 |
| Carmela Commisso Bowman | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jan 15, 2026 | Jan 16, 2026 |
| Ethan Stone Vanz | Strategic Advisers LLC national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jan 14, 2026 | Jan 9, 2026 |
| Randy Lee Peyman | LPL Financial LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jan 13, 2026 | Jan 12, 2026 |
| Zel Edward Bush | Cambridge Investment Research Advisors, Inc. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jan 13, 2026 | Jan 7, 2026 |
| Richard Patrick Sacui | Cambridge Investment Research Advisors, Inc. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jan 13, 2026 | Jan 7, 2026 |
| Ryan James Mcnamara | LPL Financial LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jan 13, 2026 | Jan 12, 2026 |
| William T Klim | Cambridge Investment Research Advisors, Inc. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jan 13, 2026 | Jan 7, 2026 |
| Bradley Joseph Schmitz | LPL Financial LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jan 13, 2026 | Jan 12, 2026 |
| Derek James Shaver | LPL Financial LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jan 13, 2026 | Jan 12, 2026 |
| Brittany Kay Koch | LPL Financial LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jan 13, 2026 | Jan 12, 2026 |
| Stevan Raseta | Cambridge Investment Research Advisors, Inc. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jan 13, 2026 | Jan 7, 2026 |
| Nicholas Ryan Burge | LPL Financial LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jan 13, 2026 | Jan 12, 2026 |
| Adam Richard Bernard | Cambridge Investment Research Advisors, Inc. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jan 13, 2026 | Jan 7, 2026 |
6,517 moves match.