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·Edition ·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 category | First adviser registrations |
|---|---|
| Florida Financial Advisors, LLC | 10 |
| Morgan Stanley | 6 |
| TIAA-CREF Individual & Institutional Services, LLC | 6 |
| J.P. Morgan Securities LLC | 6 |
| All other firms | 102 |
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.
| Adviser | Individual CRD | Source snapshot date | First registration date | Firm in feed | Firm CRD | Adviser location |
|---|---|---|---|---|---|---|
| Ryan Michaels | 8292376 | 10/09/2026 | 10/08/2026 | Morgan Stanley | 149777 | San Jose, CA |
| Samuel G. Baker | 8089105 | 10/09/2026 | 10/08/2026 | Storehouse Financial LLC | 140738 | Fort Worth, TX |
| Samuel L. Bedford | 8142348 | 10/09/2026 | 10/08/2026 | Ameriprise Financial Services, LLC | 6363 | Farmington Hills, MI |
| Scot A. Bennett | 3151998 | 10/09/2026 | 10/08/2026 | Sab Group Financial, P.a | 147008 | Tamarac, FL |
| Scott Hertzog | 7059706 | 10/09/2026 | 10/08/2026 | Oppenheimer & Co. Inc. | 249 | Fishkill, NY |
| Scott J. Mathes | 5941849 | 10/09/2026 | 10/08/2026 | Principal Securities, Inc. | 1137 | Des Moines, IA |
| Sean Miller | 8075982 | 10/09/2026 | 10/08/2026 | Stifel, Nicolaus & Company, Incorporated | 793 | Bethlehem Township, PA |
| Sergio Ortiz | 6179825 | 10/09/2026 | 10/08/2026 | J.P. Morgan Securities LLC | 79 | Dallas, TX |
| Shayidan Ture | 8186156 | 10/09/2026 | 10/08/2026 | Unlimited Capital Advisors LLC | 313253 | Somerset, NJ |
| Shikha Raghuwanshi | 7893531 | 10/09/2026 | 10/08/2026 | Key Investment Services LLC | 136300 | Everett, WA |
| Sofia Rothenberg | 8120009 | 10/09/2026 | 10/08/2026 | Wells Fargo Clearing Services, LLC | 19616 | Boca Raton, FL |
| Stephen Calabrese | 7365009 | 10/09/2026 | 10/08/2026 | LPL Financial LLC | 6413 | Fairport, NY |
| Steven J. V. Sloun | 6264295 | 10/09/2026 | 10/08/2026 | RBC Capital Markets, LLC | 31194 | Minneapolis, MN |
| Steven M. Waltz | 8032838 | 10/09/2026 | 10/08/2026 | Nicholas Wealth Management | 282635 | Marietta, GA |
| Stewart M. Long | 8174972 | 10/09/2026 | 10/08/2026 | Wells Fargo Advisors Financial Network, LLC | 11025 | Missoula, MT |
| Tannor E. Bach | 8314655 | 10/09/2026 | 10/08/2026 | Edward Jones | 250 | Lolo, MT |
| Thomas H. Qualls | 8319077 | 10/09/2026 | 10/08/2026 | TIAA-CREF Individual & Institutional Services, LLC | 20472 | Charlotte, NC |
| Timothy A. Wielinga | 8320104 | 10/09/2026 | 10/08/2026 | Stifel, Nicolaus & Company, Incorporated | 793 | Orland Park, IL |
| Todd J. Farrington | 8227479 | 10/09/2026 | 10/08/2026 | Thrivent Investment Management Inc. | 18387 | Minneapolis, MN |
| Travis M. Liu | 7665429 | 10/09/2026 | 10/08/2026 | Morgan Stanley | 149777 | Honolulu, HI |
| Tristan D. Ierlan | 7296790 | 10/09/2026 | 10/08/2026 | Commonwealth Financial Network | 8032 | Rochester, NY |
| Tyler J. Griggs | 8312619 | 10/09/2026 | 10/08/2026 | LPL Financial LLC | 6413 | Battle Creek, MI |
| Vasilios Roussos | 2696158 | 10/09/2026 | 10/08/2026 | MML Investors Services, LLC | 10409 | New York, NY |
| William B. Fitzgerald | 8321475 | 10/09/2026 | 10/08/2026 | BNB Wealth Mangagement, LLC | 107702 | Silver Spring, MD |
| Wyatt S. Berkowitz | 8351769 | 10/09/2026 | 10/08/2026 | Florida Financial Advisors, LLC | 288811 | Raleigh, NC |