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

Download data (CSV)

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 101–125 of 130. The CSV contains the complete table.

AdviserIndividual CRDSource snapshot dateFirst registration dateFirm in feedFirm CRDAdviser location
Ryan Michaels829237610/09/202610/08/2026Morgan Stanley149777San Jose, CA
Samuel G. Baker808910510/09/202610/08/2026Storehouse Financial LLC140738Fort Worth, TX
Samuel L. Bedford814234810/09/202610/08/2026Ameriprise Financial Services, LLC6363Farmington Hills, MI
Scot A. Bennett315199810/09/202610/08/2026Sab Group Financial, P.a147008Tamarac, FL
Scott Hertzog705970610/09/202610/08/2026Oppenheimer & Co. Inc.249Fishkill, NY
Scott J. Mathes594184910/09/202610/08/2026Principal Securities, Inc.1137Des Moines, IA
Sean Miller807598210/09/202610/08/2026Stifel, Nicolaus & Company, Incorporated793Bethlehem Township, PA
Sergio Ortiz617982510/09/202610/08/2026J.P. Morgan Securities LLC79Dallas, TX
Shayidan Ture818615610/09/202610/08/2026Unlimited Capital Advisors LLC313253Somerset, NJ
Shikha Raghuwanshi789353110/09/202610/08/2026Key Investment Services LLC136300Everett, WA
Sofia Rothenberg812000910/09/202610/08/2026Wells Fargo Clearing Services, LLC19616Boca Raton, FL
Stephen Calabrese736500910/09/202610/08/2026LPL Financial LLC6413Fairport, NY
Steven J. V. Sloun626429510/09/202610/08/2026RBC Capital Markets, LLC31194Minneapolis, MN
Steven M. Waltz803283810/09/202610/08/2026Nicholas Wealth Management282635Marietta, GA
Stewart M. Long817497210/09/202610/08/2026Wells Fargo Advisors Financial Network, LLC11025Missoula, MT
Tannor E. Bach831465510/09/202610/08/2026Edward Jones250Lolo, MT
Thomas H. Qualls831907710/09/202610/08/2026TIAA-CREF Individual & Institutional Services, LLC20472Charlotte, NC
Timothy A. Wielinga832010410/09/202610/08/2026Stifel, Nicolaus & Company, Incorporated793Orland Park, IL
Todd J. Farrington822747910/09/202610/08/2026Thrivent Investment Management Inc.18387Minneapolis, MN
Travis M. Liu766542910/09/202610/08/2026Morgan Stanley149777Honolulu, HI
Tristan D. Ierlan729679010/09/202610/08/2026Commonwealth Financial Network8032Rochester, NY
Tyler J. Griggs831261910/09/202610/08/2026LPL Financial LLC6413Battle Creek, MI
Vasilios Roussos269615810/09/202610/08/2026MML Investors Services, LLC10409New York, NY
William B. Fitzgerald832147510/09/202610/08/2026BNB Wealth Mangagement, LLC107702Silver Spring, MD
Wyatt S. Berkowitz835176910/09/202610/08/2026Florida Financial Advisors, LLC288811Raleigh, NC

Download data (CSV)