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 Florida Financial Advisors, LLC
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 |
|---|---|---|---|---|---|
| Jennie Davis | Strategic Advisers LLC national BD | Florida Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 22, 2026 | Sep 14, 2026 (54 d) |
| Ryan Albert Rudolph Kern | The Millstone Evans Group, LLC independent RIA | Florida Financial Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 8, 2026 | Jul 14, 2026 |
| Corey Menter | Citigroup Global Markets Inc. BD affiliated | Florida Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 15, 2026 | May 11, 2026 |
| Luke Scriffiny | Strategic Advisers LLC national BD | Florida Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 2, 2026 | Mar 17, 2026 |
| Nicholas Joseph Ventura | Catalyst Wealth Management LLC independent RIA | Florida Financial Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 27, 2026 | May 21, 2026 (55 d) |
| Elijah J Black | J. W. Cole Advisors, Inc. BD affiliated | Florida Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 29, 2026 | Feb 13, 2026 |
| Mason Edward Mccormack | LPL Enterprise, LLC BD affiliated | Florida Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 25, 2025 | Jun 1, 2026 (188 d) |
| Bridges Steven Coffey | Brookstone Wealth Advisors, LLC no RAUM | Florida Financial Advisors, LLC BD affiliated | Other | Nov 7, 2025 | Nov 26, 2025 |
| Michael Jon Oconnell | Pfg Private Wealth Management, LLC independent RIA | Florida Financial Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 18, 2025 | Jan 5, 2026 (109 d) |
| Dylan Himmel | Wells Fargo Advisors wirehouse | Florida Financial Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 12, 2025 | Sep 11, 2025 |
| David Eric Globke | Brookstone Capital Management LLC independent RIA | Florida Financial Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 16, 2025 | Jul 22, 2025 |
| Shane Mahadeo | International Assets Investment Management, LLC BD affiliated | Florida Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 9, 2025 | Jun 30, 2025 |
| Sebastian Castano | Morgan Stanley wirehouse | Florida Financial Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 5, 2025 | Jan 16, 2026 (225 d) |
| Andrew Dewitt Bateman | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Florida Financial Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 23, 2025 | Aug 17, 2025 (86 d) |
| Kyle Andrew Roberts | First Command Advisory Services BD affiliated | Florida Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 2, 2025 | Apr 15, 2025 |
| Chia Jui Chan | Equitable Advisors, LLC national BD | Florida Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 23, 2025 | Mar 7, 2025 (43 d) |
| Joshua Belenke | Equitable Advisors, LLC national BD | Florida Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 2, 2025 | Apr 25, 2025 (113 d) |
| Martin Adolfo Montana | MML Investors Services, LLC BD affiliated | Florida Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 26, 2024 | Sep 18, 2025 (266 d) |
| Garrett Ian Fisher | Fisher Investments independent RIA | Florida Financial Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 29, 2024 | Feb 9, 2026 (468 d) |
| Nico Vasiliadis | Variant Private Wealth LLC independent RIA | Florida Financial Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 29, 2024 | Sep 19, 2024 (143 d) |
| David Hopkins Allen | Cadaret Grant & Co Inc BD affiliated | Florida Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 4, 2024 | Aug 7, 2024 (216 d) |
| Azul Fernando Galvez | Human Interest Advisors LLC independent RIA | Florida Financial Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 1, 2023 | Feb 21, 2024 (204 d) |
| Leslie Noriega Valdelamar | Fidelity Personal And Workplace Advisors BD affiliated | Florida Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 31, 2022 | Oct 16, 2024 (716 d) |
| Lucas Legler | Fisher Investments independent RIA | Florida Financial Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 20, 2021 | Dec 14, 2021 (147 d) |
| Seth Michael Sonnier | LPL Financial LLC BD affiliated | Florida Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 11, 2020 | Mar 2, 2021 (81 d) |
| Stephen Patrick Schmitt | Sequent Planning, LLC independent RIA | Florida Financial Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 2, 2020 | Apr 17, 2020 |
| Douglas Evory Mendenhall | Focused Wealth Management, Inc. independent RIA | Florida Financial Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 31, 2020 | Jul 13, 2020 (104 d) |
| Christian C Cook | Morgan Stanley wirehouse | Florida Financial Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Feb 4, 2020 | May 15, 2020 (101 d) |
| Jason Kurt Mickool | Mcadam LLC other | Florida Financial Advisors, LLC BD affiliated | Other | Apr 24, 2017 | Aug 4, 2017 (102 d) |
| Danny Delgado | Mcadam LLC other | Florida Financial Advisors, LLC BD affiliated | Other | Apr 24, 2017 | Oct 3, 2018 (527 d) |
| James Russell | Learnvest Planning Services, LLC no RAUM | Florida Financial Advisors, LLC BD affiliated | Other | Sep 1, 2015 | Apr 21, 2025 (3520 d) |
| Craig Michael Rasmusson | Cetera Investment Services LLC other | Florida Financial Advisors, LLC BD affiliated | Other | Feb 4, 2011 | Jul 2, 2025 (5262 d) |
| Evan Joseph Francis | Td Ameritrade Investment Management, LLC other | Florida Financial Advisors, LLC BD affiliated | Other | Jul 2, 2008 | Aug 26, 2026 (6629 d) |
Page 1 of 1
33 moves match.