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.

AdvisorFromToTypeLeftRegistered
Anthony Gerard HaydenKeating Financial Advisory Services independent RIARaymond James Financial Services Advisors, Inc otherOtherSep 15, 2026Jan 2, 2009
Janet Elizabeth DavisMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRaymond James Financial Services Advisors, Inc BD affiliatedWirehouse to affiliated broker-dealer or bankSep 14, 2026Sep 15, 2026
Robert Paul MarchesanoTruist Advisory Services, Inc. BD affiliatedRaymond James Financial Services Advisors, Inc BD affiliatedAffiliated broker-dealer or bank to anotherSep 14, 2026Sep 8, 2026
Manuel Alejandro De PenaBradesco Global Advisors asset managerRaymond James Financial Services Advisors, Inc BD affiliatedOtherSep 11, 2026Sep 11, 2026
Daniel Ray CrepsLPL Financial LLC BD affiliatedRaymond James Financial Services Advisors, Inc BD affiliatedAffiliated broker-dealer or bank to anotherSep 10, 2026Sep 14, 2026
Richelle Jarrett JordanEdward Jones national BDRaymond James Financial Services Advisors, Inc BD affiliatedAffiliated broker-dealer or bank to anotherSep 10, 2026Sep 11, 2026
Michael James PayanQuent Capital, LLC independent RIARaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankSep 10, 2026Sep 8, 2026
Lauren Ashley GironGood Life Advisors, LLC independent RIARaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankSep 9, 2026Sep 8, 2026
Troy Siefert ThomasEdward Jones national BDRaymond James Financial Services Advisors, Inc BD affiliatedAffiliated broker-dealer or bank to anotherSep 8, 2026Sep 4, 2026
Horace Lee DanielLPL Financial LLC BD affiliatedRaymond James Financial Services Advisors, Inc BD affiliatedAffiliated broker-dealer or bank to anotherSep 3, 2026Aug 17, 2026
Jeffrey French FooseEdward Jones national BDRaymond James Financial Services Advisors, Inc BD affiliatedAffiliated broker-dealer or bank to anotherSep 3, 2026Sep 1, 2026
Peter Alexander KemosLPL Financial LLC BD affiliatedRaymond James Financial Services Advisors, Inc BD affiliatedAffiliated broker-dealer or bank to anotherSep 2, 2026Aug 17, 2026
Michael Charles CummingsLPL Financial LLC BD affiliatedRaymond James Financial Services Advisors, Inc BD affiliatedAffiliated broker-dealer or bank to anotherSep 1, 2026Aug 18, 2026
Cameron PurtonAmeriprise Financial Services, LLC national BDRaymond James Financial Services Advisors, Inc BD affiliatedAffiliated broker-dealer or bank to anotherSep 1, 2026Aug 26, 2026
Diana Patricia MachadoLPL Financial LLC BD affiliatedRaymond James Financial Services Advisors, Inc BD affiliatedAffiliated broker-dealer or bank to anotherSep 1, 2026Aug 20, 2026
Erik Hamilton SwoopeMorgan Stanley wirehouseRaymond James Financial Services Advisors, Inc BD affiliatedWirehouse to affiliated broker-dealer or bankSep 1, 2026Sep 1, 2026
Gayle Elizabeth BlachuraFinancial Security Advisory Inc independent RIARaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankAug 31, 2026Sep 1, 2026
Sae Chin KimFinancial Security Advisory Inc independent RIARaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankAug 31, 2026Sep 1, 2026
Randall Glen WoolleyAmeriprise Financial Services, LLC national BDRaymond James Financial Services Advisors, Inc BD affiliatedAffiliated broker-dealer or bank to anotherAug 31, 2026Aug 26, 2026
April Dawn Waff-ManoFinancial Security Advisory Inc independent RIARaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankAug 31, 2026Sep 1, 2026
Jose Rene VelezRaymond James & Associates, Inc. national BDRaymond James Financial Services Advisors, Inc BD affiliatedAffiliated broker-dealer or bank to anotherAug 31, 2026Sep 1, 2026
Gabriela RubioThe Blackmont Group state registeredRaymond James Financial Services Advisors, Inc BD affiliatedOtherAug 31, 2026Sep 8, 2026
Debra Dedman ClendeninFinancial Security Advisory Inc independent RIARaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankAug 31, 2026Sep 1, 2026
Jessica Blackburn WymanFinancial Security Advisory Inc independent RIARaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankAug 31, 2026Sep 1, 2026
Alison Blackburn RodriguezFinancial Security Advisory Inc independent RIARaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankAug 31, 2026Sep 1, 2026
Paige Alexa OttenbriteAmeriprise Financial Services, LLC national BDRaymond James Financial Services Advisors, Inc BD affiliatedAffiliated broker-dealer or bank to anotherAug 27, 2026Aug 26, 2026
Sean Michael PahutLPL Financial LLC BD affiliatedRaymond James Financial Services Advisors, Inc BD affiliatedAffiliated broker-dealer or bank to anotherAug 26, 2026Aug 20, 2026
Joseph Edward StrakaCambridge Investment Research Advisors, Inc. BD affiliatedRaymond James Financial Services Advisors, Inc BD affiliatedAffiliated broker-dealer or bank to anotherAug 24, 2026Aug 17, 2026
Arlis Bernard OrtmanLPL Financial LLC BD affiliatedRaymond James Financial Services Advisors, Inc BD affiliatedAffiliated broker-dealer or bank to anotherAug 24, 2026Aug 20, 2026
Thomas Edward ShupeLPL Financial LLC BD affiliatedRaymond James Financial Services Advisors, Inc BD affiliatedAffiliated broker-dealer or bank to anotherAug 21, 2026Aug 17, 2026
Lindsey Marie CameronLPL Financial LLC BD affiliatedRaymond James Financial Services Advisors, Inc BD affiliatedAffiliated broker-dealer or bank to anotherAug 21, 2026Aug 17, 2026
Gordon Claiborne WoodruffEdward Jones national BDRaymond James Financial Services Advisors, Inc BD affiliatedAffiliated broker-dealer or bank to anotherAug 20, 2026Aug 20, 2026
Nathaniel Martin LangleyCommonwealth Financial Network national BDRaymond James Financial Services Advisors, Inc BD affiliatedAffiliated broker-dealer or bank to anotherAug 20, 2026Aug 17, 2026
Paige Langley RossiCommonwealth Financial Network national BDRaymond James Financial Services Advisors, Inc BD affiliatedAffiliated broker-dealer or bank to anotherAug 20, 2026Aug 17, 2026
Stephen Ray GrooverCommonwealth Financial Network national BDRaymond James Financial Services Advisors, Inc BD affiliatedAffiliated broker-dealer or bank to anotherAug 20, 2026Aug 18, 2026
Janet McgheeEquitable Advisors, LLC national BDRaymond James Financial Services Advisors, Inc BD affiliatedAffiliated broker-dealer or bank to anotherAug 19, 2026Aug 19, 2026
Mariah Noelle GarnerMorgan Stanley wirehouseRaymond James Financial Services Advisors, Inc BD affiliatedWirehouse to affiliated broker-dealer or bankAug 18, 2026Sep 2, 2026
Nicole Renee BainbridgeCetera Investment Advisers LLC BD affiliatedRaymond James Financial Services Advisors, Inc BD affiliatedAffiliated broker-dealer or bank to anotherAug 18, 2026Sep 1, 2026
Heidi Fricks MullingStonewall Asset Mgmt., Inc. unclassifiedRaymond James Financial Services Advisors, Inc BD affiliatedOtherAug 17, 2026Apr 6, 2026
Robert Christopher CondermanCommonwealth Financial Network national BDRaymond James Financial Services Advisors, Inc BD affiliatedAffiliated broker-dealer or bank to anotherAug 17, 2026Aug 3, 2026
Connie Lynn GilderhusCommonwealth Financial Network national BDRaymond James Financial Services Advisors, Inc BD affiliatedAffiliated broker-dealer or bank to anotherAug 17, 2026Aug 3, 2026
Michael Francis MullingStonewall Asset Mgmt., Inc. unclassifiedRaymond James Financial Services Advisors, Inc BD affiliatedOtherAug 17, 2026Apr 6, 2026
James Martin AidRBC Capital Markets, LLC national BDRaymond James Financial Services Advisors, Inc BD affiliatedAffiliated broker-dealer or bank to anotherAug 14, 2026Jul 31, 2026
Todd Ellsworth HarrisCommonwealth Financial Network national BDRaymond James Financial Services Advisors, Inc BD affiliatedAffiliated broker-dealer or bank to anotherAug 14, 2026Aug 3, 2026
Jonathan Kent BurklowTruist Advisory Services, Inc. BD affiliatedRaymond James Financial Services Advisors, Inc BD affiliatedAffiliated broker-dealer or bank to anotherAug 14, 2026Aug 14, 2026
Wesley James TaylorMutual Of Omaha Investor Services, Inc. independent RIARaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankAug 14, 2026Aug 3, 2026
Sarah Beth FullerCommonwealth Financial Network national BDRaymond James Financial Services Advisors, Inc BD affiliatedAffiliated broker-dealer or bank to anotherAug 13, 2026Aug 3, 2026
Joseph Duane PalmaCommonwealth Financial Network national BDRaymond James Financial Services Advisors, Inc BD affiliatedAffiliated broker-dealer or bank to anotherAug 12, 2026Aug 3, 2026
Charles Philip StaplesU.S. Bancorp Advisors, LLC BD affiliatedRaymond James Financial Services Advisors, Inc BD affiliatedAffiliated broker-dealer or bank to anotherAug 12, 2026Aug 13, 2026
Aaron Jack MartinEdward Jones national BDRaymond James Financial Services Advisors, Inc BD affiliatedAffiliated broker-dealer or bank to anotherAug 11, 2026Aug 10, 2026
Brian Anthony TownleyWells Fargo Advisors wirehouseRaymond James Financial Services Advisors, Inc BD affiliatedWirehouse to affiliated broker-dealer or bankAug 10, 2026Jul 31, 2026
Christian Brett KarrasStrategic Advisers LLC national BDRaymond James Financial Services Advisors, Inc BD affiliatedAffiliated broker-dealer or bank to anotherAug 10, 2026Aug 31, 2026
Krzysztof Jozef PrzywaraCitizens Securities, Inc. BD affiliatedRaymond James Financial Services Advisors, Inc BD affiliatedAffiliated broker-dealer or bank to anotherAug 7, 2026Aug 7, 2026
Kevin Christopher HoseyUmb Financial Services, Inc. independent RIARaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankAug 7, 2026May 11, 2026
Bryon Mecrey BrustLPL Financial LLC BD affiliatedRaymond James Financial Services Advisors, Inc BD affiliatedAffiliated broker-dealer or bank to anotherAug 6, 2026Jul 23, 2026
Lance Leslie ShriverEmpower Advisory Group, LLC BD affiliatedRaymond James Financial Services Advisors, Inc BD affiliatedAffiliated broker-dealer or bank to anotherAug 6, 2026Aug 4, 2026
Christine Cannarsa ArcherLPL Financial LLC BD affiliatedRaymond James Financial Services Advisors, Inc BD affiliatedAffiliated broker-dealer or bank to anotherAug 5, 2026Jul 23, 2026
Steven John DeboyLPL Financial LLC BD affiliatedRaymond James Financial Services Advisors, Inc BD affiliatedAffiliated broker-dealer or bank to anotherAug 5, 2026Jul 21, 2026
David Antonio MejiaKoss-Olinger Consulting, LLC. independent RIARaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankAug 5, 2026Aug 12, 2026
Timothy Mark WeishornLPL Financial LLC BD affiliatedRaymond James Financial Services Advisors, Inc BD affiliatedAffiliated broker-dealer or bank to anotherJul 29, 2026Jul 30, 2026
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6,502 moves match.