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Thursday, October 1, 2026The Morning Brief →Sign in
bank

Raymond James Bank

In PWD coverage since September 4, 2026 · 2 stories
2Deals on our tracker
-1Talent net · 12 months6 in · 7 out
Talent flow · 12 monthsOn the wire →
Net -1 · 6 arrivals · 7 departures
Arrivals
Todd Harris
Sep 24 · from Commonwealth Financial Network
David Lobriecki
Sep 24 · from D.M. Kelly & Company
Greg Bruce
Aug 14 · from Charles Schwab
Unnamed advisor
Aug 14 · from Wells Fargo
Elyn Davis
Aug 14 · from Charles Schwab
Michelle Sovcik
Aug 14 · from Hightower
Departures
Dan Fowler
Sep 23 · to LPL Financial
Jared B. Roskelley
Sep 22 · to Ameriprise
Jeneen Slack
Sep 13 · to LPL Financial
Lance Dunn
Aug 27 · to TSG Wealth Management
Chris Davitt
Aug 27 · to Proxima Wealth Partners
Shannon Reid
Aug 14 · destination pending
Deal recordFull tracker →
Sep 7, 26Deal announcedGaia Real Estate — coverage
Sep 3, 26Deal announcedGaia Real Estate — coverage
PWD coverage
debt

GAIA and Raymond James buy another year at 55 Hope

A second extension pushes maturity to August 2027 and keeps GAIA out of a refinancing market it has decided not to accept.
debt · Sep 4Gaia extends Williamsburg loan again, waiting out rates
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