Team move
GFS Advisory
Commonwealth Financial Network → Raymond James Financial Services
What changed
Co-branch owner of GFS Advisory, a family-owned team with over $350M that moved from Commonwealth Financial Network to Raymond James Financial Services.
- Reported / discovered
- Oct 14, 2026
- Effective
- Not reported
- New role
- Co-branch owner, GFS Advisory
- Previous role
- Not reported
- Market
- Braselton, GA
- Reported book
- $350M
- Reported team size
- 3 people
- Named people
- 4
Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.
Sources & evidence
InvestmentNews ↗Oct 14, 2026 · Reporting
This record is supported by reporting. It has not been independently corroborated by a linked registration observation.
Record history
6 observations consolidated into one event.
Oct 15, 2026Source evidence reconciled