A Daily Network publication
Explore the network
Private Wealth Daily
Independent Intelligence on the Private Wealth Industry
Wednesday, October 7, 2026The Morning Brief →Sign in
← Back to results
Departure

Shannon Reid

Leaves Raymond James · destination not reported

Reported

What changed

Departed Raymond James; destination not stated in source.

Reported / discovered
Aug 13, 2026
Effective
Not reported
New role
Head of Independent Contractor Division
Previous role
Not reported
Market
Not reported
Reported book
Not disclosed
Reported team size
Not disclosed
Named people
1

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

RIABiz ↗Aug 13, 2026 · Reporting

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

1 observations consolidated into one event.

Oct 2, 2026Source evidence reconciled
Every weekday · 6:30 a.m. ET

The Morning Brief

The private wealth industry in four minutes, every weekday at 6:30 a.m. ET. Free.