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 Keating Financial Advisory Services

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.

AdvisorFromToTypeLeftRegistered
Jacob Randall HesterAgp Franklin, LLC independent RIAKeating Financial Advisory Services institutionalOtherNov 10, 2025Jan 23, 2026 (74 d)
Christine Anne PavelRaymond James Financial Services Advisors, Inc BD affiliatedKeating Financial Advisory Services institutionalOtherJul 1, 2025Apr 17, 2019
Anthony John PozziRaymond James Financial Services Advisors, Inc BD affiliatedKeating Financial Advisory Services institutionalOtherJul 1, 2025May 9, 2025
Jonathan William LarsenRaymond James Financial Services Advisors, Inc BD affiliatedKeating Financial Advisory Services institutionalOtherJul 1, 2025May 9, 2025
Benjamin Garfield FairRaymond James Financial Services Advisors, Inc BD affiliatedKeating Financial Advisory Services institutionalOtherJul 1, 2025Dec 16, 2016
Timothy Karl WeddleRaymond James Financial Services Advisors, Inc BD affiliatedKeating Financial Advisory Services institutionalOtherJul 1, 2025Apr 25, 2014
Joshua Paul HillRaymond James Financial Services Advisors, Inc BD affiliatedKeating Financial Advisory Services institutionalOtherJul 1, 2025Jan 26, 2016
Laura Elizabeth WartaRaymond James Financial Services Advisors, Inc BD affiliatedKeating Financial Advisory Services institutionalOtherJul 1, 2025Jan 26, 2016
Bettie Claudette ZimmermanRaymond James Financial Services Advisors, Inc BD affiliatedKeating Financial Advisory Services institutionalOtherJul 1, 2025Dec 15, 2016
Christopher KlugRaymond James Financial Services Advisors, Inc BD affiliatedKeating Financial Advisory Services institutionalOtherJul 1, 2025Jul 26, 2022
Emily A ClaussenRaymond James Financial Services Advisors, Inc BD affiliatedKeating Financial Advisory Services institutionalOtherJul 1, 2025Dec 22, 2022
Morgan Kennedy ZieglerRaymond James Financial Services Advisors, Inc BD affiliatedKeating Financial Advisory Services institutionalOtherJul 1, 2025Sep 17, 2020
Krista Rose HubertRaymond James Financial Services Advisors, Inc BD affiliatedKeating Financial Advisory Services institutionalOtherJul 1, 2025Oct 31, 2022
Geoffrey Richard DunmoreRaymond James Financial Services Advisors, Inc BD affiliatedKeating Financial Advisory Services institutionalOtherJul 1, 2025Sep 11, 2025 (72 d)
Brett Alan LarsonRaymond James Financial Services Advisors, Inc BD affiliatedKeating Financial Advisory Services institutionalOtherJul 1, 2025May 12, 2025
Andrew Philip BillardRaymond James Financial Services Advisors, Inc BD affiliatedKeating Financial Advisory Services institutionalOtherJul 1, 2025May 9, 2025
Bryson James MeinhardtRaymond James Financial Services Advisors, Inc BD affiliatedKeating Financial Advisory Services institutionalOtherJul 1, 2025Jan 3, 2023
Benjamin Amel JohnsonRaymond James Financial Services Advisors, Inc BD affiliatedKeating Financial Advisory Services institutionalOtherJul 1, 2025Jan 4, 2023
Gareth Andrew RohrRaymond James Financial Services Advisors, Inc BD affiliatedKeating Financial Advisory Services institutionalOtherJul 1, 2025Mar 27, 2025
Joseph Patrick GravinoRaymond James Financial Services Advisors, Inc BD affiliatedKeating Financial Advisory Services institutionalOtherFeb 28, 2025Oct 4, 2022
Dinah Frances Bird-Westerfield9258 Wealth Management, LLC independent RIAKeating Financial Advisory Services institutionalOtherDec 2, 2024May 23, 2025 (172 d)
Jake Edward EllisPrime Capital Financial mixed wealthKeating Financial Advisory Services institutionalOtherOct 3, 2022Mar 7, 2023 (155 d)
Victoria Josephine DorganRaymond James Financial Services Advisors, Inc otherKeating Financial Advisory Services institutionalOtherJun 26, 2017May 11, 2010
Cole Alan WelshRaymond James Financial Services Advisors, Inc otherKeating Financial Advisory Services institutionalOtherAug 14, 2015Apr 7, 2015
John Stewart FreemanRaymond James Financial Services, Inc. unclassifiedKeating Financial Advisory Services institutionalOtherJan 2, 2009Oct 18, 2007
Patrick Jerome KeatingRaymond James Financial Services, Inc. unclassifiedKeating Financial Advisory Services institutionalOtherJan 2, 2009Oct 18, 2007
Mark Eric WeddleRaymond James Financial Services, Inc. unclassifiedKeating Financial Advisory Services institutionalOtherJan 2, 2009Oct 18, 2007
Anthony Gerard HaydenRaymond James Financial Services, Inc. unclassifiedKeating Financial Advisory Services institutionalOtherJan 2, 2009Oct 18, 2007
Gregory P HillRaymond James Financial Services, Inc. unclassifiedKeating Financial Advisory Services institutionalOtherJan 2, 2009Oct 18, 2007
Brian Thomas AbbottRaymond James Financial Services, Inc. unclassifiedKeating Financial Advisory Services institutionalOtherJan 2, 2009Oct 18, 2007
John Ryan MannRaymond James Financial Services, Inc. unclassifiedKeating Financial Advisory Services institutionalOtherJan 2, 2009Oct 18, 2007
James David NortonRaymond James Financial Services, Inc. unclassifiedKeating Financial Advisory Services institutionalOtherJan 2, 2009Oct 18, 2007
Mary Beth KraszewskiRaymond James Financial Services, Inc. unclassifiedKeating Financial Advisory Services institutionalOtherJan 2, 2009Jun 9, 2008
Bryan Deshane RamsayRaymond James Financial Services, Inc. unclassifiedKeating Financial Advisory Services institutionalOtherJan 2, 2009Oct 18, 2007
Brian Jeffrey NickelRaymond James Financial Services, Inc. unclassifiedKeating Financial Advisory Services institutionalOtherJan 2, 2009Oct 18, 2007
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35 moves match.