NEW ADVISERS

Florida Financial Advisors has 10 of 130 first adviser registrations

The complete roster counts first adviser registrations dated October 8, 2026. Jack J. Perrone and Jake E. Burkes were listed with Florida Financial Advisors; their first-registration dates were October 8.

By Maya Chen··2 min read

Florida Financial Advisors, LLC, accounts for 10 of the 130 source-reported first adviser registrations dated October 8, 2026. The roster’s firm affiliation is the current source-listed affiliation, not necessarily the firm where a person first registered.

Jack J. Perrone and Jake E. Burkes were each listed with Florida Financial Advisors, LLC, and each had a first adviser registration dated October 8, 2026. That date identifies a first adviser registration; it does not establish a hiring date or career start.

Other named entries show the roster’s range of listed firms: Christine A. Frikken and Ryan Michaels were listed with Morgan Stanley; Thomas H. Qualls and Colin J. Archbold with TIAA-CREF Individual & Institutional Services, LLC; and Jacob M. Snyder and Pao W. Saetern with J.P. Morgan Securities LLC. Each had a first adviser registration dated October 8, 2026. The listed firm is a current source-reported affiliation, not necessarily the person’s first registration firm.

The roster divides the 130 registrations among 70 firm categories. Florida Financial Advisors, LLC, is the largest named category in the supplied breakdown, with Morgan Stanley, TIAA-CREF Individual & Institutional Services, LLC, and J.P. Morgan Securities LLC each listed with six; all other firms together account for 102.

Registrations by listed firm

Current listed firm categoryFirst adviser registrations
Florida Financial Advisors, LLC10
Morgan Stanley6
TIAA-CREF Individual & Institutional Services, LLC6
J.P. Morgan Securities LLC6
All other firms102

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First adviser registrations

The advisers below account for all 130 source-reported first adviser registrations on 10/08/2026. Firms and branches reflect affiliations currently reported for each adviser, which may differ from those at first registration. These dates do not establish hires or career starts, and branches do not establish residence or exclusive workplaces.

Showing rows 26–50 of 130. The CSV contains the complete table.

AdviserIndividual CRDSource snapshot dateFirst registration dateFirm in feedFirm CRDAdviser location
Colby L. Dotzler811084410/09/202610/08/2026Midwest Heritage Financial Advisors306308West Des Moines, IA
Cole R. Wickersham829265710/09/202610/08/2026Principal Advised Services297324Charlotte, NC
Colin J. Archbold830598010/09/202610/08/2026TIAA-CREF Individual & Institutional Services, LLC20472Charlotte, NC
Corey L. Merritt834385410/09/202610/08/2026Stifel, Nicolaus & Company, Incorporated793Evansville, IN
Curtis M. McMichael806027510/09/202610/08/2026Vanguard Advisers, Inc.106715Scottsdale, AZ
Daniel Scheine821389210/09/202610/08/2026Wells Fargo Advisors Financial Network, LLC11025Chatham, NJ
David M. Kennedy691421810/09/202610/08/2026J.P. Morgan Securities LLC79Utica, MI
Denis Baftiq755140810/09/202610/08/2026Midfield Private Wealth, LLC343256White Plains, NY
Devin R. J. Neptune827247310/09/202610/08/2026TIAA-CREF Individual & Institutional Services, LLC20472Charlotte, NC
Donald R. Hoyt319703310/09/202610/08/2026LPL Financial LLC6413San Diego, CA
Duncan A. Dietrick766502910/09/202610/08/2026T. Rowe Price Advisory Services, Inc.108958Owings Mills, MD
Eli J. G. Daniell811909110/09/202610/08/2026Apollon Wealth Management, LLC291902Charleston, SC
Emily H. Reynolds830659810/09/202610/08/2026Wells Fargo Clearing Services, LLC19616Columbia, SC
Eric P. Hobbs689990410/09/202610/08/2026Moran Wealth Management, LLC319208Naples, FL
Erick E. N. Martich834841910/09/202610/08/2026Florida Financial Advisors, LLC288811St. Petersburg, FL
Erickson Dimaano833262810/09/202610/08/2026Transamerica Financial Advisors, LLC16164Alviso, CA
Erin E. O'Shea804155910/09/202610/08/202617 Capital Partners, LLC283013Phoenix, AZ
Franklin Pulkrabek817115910/09/202610/08/2026Principal Securities, Inc.1137Minnetonka, MN
Franklin R. Lewis305080410/09/202610/08/2026State Farm Investment Management Corp.3487Auburn, CA
Geronimo Barral832009310/09/202610/08/2026Stifel, Nicolaus & Company, Incorporated793Coral Gables, FL
Giovanni Arellano830492110/09/202610/08/2026First Command Advisory Services281958Colorado Springs, CO
Hudson K. Klauke672356710/09/202610/08/2026Wealth Enhancement Advisory Services, LLC116407Cincinnati, OH
Isaac Stadsvold827684110/09/202610/08/2026Merkle Retirement Planning297942Grimes, IA
Jack J. Perrone835564910/09/202610/08/2026Florida Financial Advisors, LLC288811Chicago, IL
Jacob Kok811954910/09/202610/08/2026Signature Investment Advisors, LLC160715Los Angeles, CA

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