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.
6,520 moves
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Lester Hughes Lee | LPL Financial LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Nov 20, 2025 | Nov 20, 2025 |
| David Allen Carter | Cetera Investment Advisers LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Nov 18, 2025 | Nov 23, 2025 |
| Hieu Phi Nguyen | First Command Advisory Services BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Nov 18, 2025 | Jun 5, 2026 (199 d) |
| Vicente Castillo | UBS Financial Services Inc. wirehouse | Raymond James Financial Services Advisors, Inc BD affiliated | Wirehouse to affiliated broker-dealer or bank | Nov 17, 2025 | Dec 1, 2025 |
| Paul Lansing Merritt | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Nov 17, 2025 | Nov 17, 2025 |
| Melissa M Robinson | Flaharty Asset Management, LLC independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Nov 17, 2025 | Sep 15, 2026 (302 d) |
| James Lawrence Cady | Alden Investment Group independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Nov 14, 2025 | Nov 18, 2025 |
| Austin Andre Brown | Raymond James & Associates, Inc. national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Nov 11, 2025 | Nov 25, 2025 |
| Kenny Maxwell Dale | Truist Advisory Services, Inc. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Nov 10, 2025 | Nov 8, 2025 |
| Michael Nathan Hudgins | Wells Fargo Advisors wirehouse | Raymond James Financial Services Advisors, Inc BD affiliated | Wirehouse to affiliated broker-dealer or bank | Nov 10, 2025 | Nov 4, 2025 |
| Michael Thomas Brooks | Truist Advisory Services, Inc. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Nov 10, 2025 | Nov 8, 2025 |
| John Peter Gagliardi | LPL Financial LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Nov 6, 2025 | Nov 4, 2025 |
| Thomas John Mcdonald | Sandy Morris Financial & Estate Planning Services, LLC independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Nov 6, 2025 | Mar 25, 2026 (139 d) |
| Elizabeth Kim Dignum | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Nov 3, 2025 | Nov 3, 2025 |
| Robert Edward Kemper | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Nov 3, 2025 | Nov 3, 2025 |
| Gabor Alexander Nagy | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Nov 3, 2025 | Nov 3, 2025 |
| Robert Arthur Oliver Anderson | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Nov 3, 2025 | Nov 3, 2025 |
| Terry Eugene Bevan | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Nov 3, 2025 | Nov 3, 2025 |
| Ryan Andrew Dignum | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Nov 3, 2025 | Nov 3, 2025 |
| David John Aanderud | LPL Financial LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Nov 3, 2025 | Oct 27, 2025 |
| Rondi Kim Albrecht | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 31, 2025 | Oct 31, 2025 |
| Joseph Cappuccino | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 31, 2025 | Oct 31, 2025 |
| Antoinette Susan Lobaito | Independent Financial Group, LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 31, 2025 | Mar 31, 2026 (151 d) |
| R. Alexander Mattrey | LPL Financial LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 31, 2025 | Oct 22, 2025 |
| Jamie Matthew Waldren | Jn Private Wealth Management LLC independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Oct 29, 2025 | Oct 6, 2025 |
| Garrett Haney | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 29, 2025 | Oct 28, 2025 |
| Kirk Dalton Huismann | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 29, 2025 | Oct 28, 2025 |
| George Hodges James | Equitable Advisors, LLC national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 28, 2025 | Oct 27, 2025 |
| Cynthia Ann Kennedy | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 28, 2025 | Oct 28, 2025 |
| Deborah Gilreath Martinez | Equitable Advisors, LLC national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 28, 2025 | Apr 24, 2026 (178 d) |
| Michael Brendan Flaherty | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Raymond James Financial Services Advisors, Inc BD affiliated | Wirehouse to affiliated broker-dealer or bank | Oct 28, 2025 | Jun 22, 2026 (237 d) |
| Tiffany Welshans Guarino | Cornerstone Wealth independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Oct 28, 2025 | Oct 29, 2025 |
| Kevin Jordan Campbell | USA Financial Securities LLC independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Oct 24, 2025 | Oct 23, 2025 |
| John Zastrow | Morgan Stanley wirehouse | Raymond James Financial Services Advisors, Inc BD affiliated | Wirehouse to affiliated broker-dealer or bank | Oct 24, 2025 | Oct 24, 2025 |
| Richard Andrew Salmeron | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 23, 2025 | Oct 21, 2025 |
| Thomas Silvio Vitaletti | LPL Financial LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 22, 2025 | Oct 20, 2025 |
| Megan Lea Howell | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 22, 2025 | Oct 20, 2025 |
| Gregory Dean Daniels | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 22, 2025 | Oct 21, 2025 |
| Thomas Francis Vitaletti | LPL Financial LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 22, 2025 | Oct 20, 2025 |
| Grayson Michael Kirby | Bogart Wealth, LLC independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Oct 22, 2025 | Mar 19, 2026 (148 d) |
| John William Murphy | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 21, 2025 | Oct 20, 2025 |
| Lisa J Moe | LPL Financial LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 21, 2025 | Oct 14, 2025 |
| Hung Nathaniel Nguyen | Wells Fargo Advisors wirehouse | Raymond James Financial Services Advisors, Inc BD affiliated | Wirehouse to affiliated broker-dealer or bank | Oct 21, 2025 | Sep 3, 2026 (317 d) |
| Philip Frank Ucci | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 21, 2025 | Oct 20, 2025 |
| Anthony Jason Bayona | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 21, 2025 | Oct 20, 2025 |
| Sean Patrick Murphy | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 21, 2025 | Oct 20, 2025 |
| Reed Patrick Romo | Cetera Investment Advisers LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 21, 2025 | Oct 10, 2025 |
| Llanely Medina | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Raymond James Financial Services Advisors, Inc BD affiliated | Wirehouse to affiliated broker-dealer or bank | Oct 20, 2025 | Oct 6, 2025 |
| Matthew Lawrence Kern | MML Investors Services, LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 16, 2025 | Oct 17, 2025 |
| Bradly David Collins | MML Investors Services, LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 16, 2025 | Oct 13, 2025 |
| Tyler Honrud | LPL Financial LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 16, 2025 | Oct 14, 2025 |
| Theresa S Schnetz | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Raymond James Financial Services Advisors, Inc BD affiliated | Wirehouse to affiliated broker-dealer or bank | Oct 15, 2025 | Oct 21, 2025 |
| Susan Lee Kendall | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 15, 2025 | Oct 15, 2025 |
| Christopher Ruffino | Copper Beech Financial Group, LLC independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Oct 15, 2025 | Aug 12, 2024 |
| Diana Carolina Colmenares | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 15, 2025 | Oct 15, 2025 |
| Brendan Cornelius Burke | Touchstone Advisors Inc asset manager | Raymond James Financial Services Advisors, Inc BD affiliated | Other | Oct 15, 2025 | May 26, 2026 (223 d) |
| David Kinkade Lamborn | Equitable Advisors, LLC national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 15, 2025 | Nov 3, 2025 |
| Michael Jeffrey Salerno | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 14, 2025 | Oct 15, 2025 |
| Paul Sigmund Bonapart | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 13, 2025 | Oct 13, 2025 |
| Brian William Patton | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 13, 2025 | Oct 13, 2025 |