Financial advisor
David Lazorik
Now at Raymond James Financial Services · Lazorik Financial Management · Yakima, WA
Registered as DAVID JAMES LAZORIK
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| Lazorik Financial Management | Wells Fargo FiNet | Raymond James Financial Services | Lateral | August 27, 2026 | $160M |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Investment adviser | May 6, 2026 | Current |
| RAYMOND JAMES FINANCIAL SERVICES, INC. | Broker-dealer | May 6, 2026 | Current |
| WELLS FARGO ADVISORS | Investment adviser | April 15, 2011 | May 21, 2026 |
| WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC | Broker-dealer | April 15, 2011 | May 21, 2026 |
| MORGAN STANLEY SMITH BARNEY LLC | Investment adviser | June 1, 2009 | April 21, 2011 |
| MORGAN STANLEY SMITH BARNEY | Broker-dealer | June 1, 2009 | April 21, 2011 |
| CITIGROUP GLOBAL MARKETS INC. | Investment adviser | April 29, 2002 | June 1, 2009 |
| CITIGROUP GLOBAL MARKETS INC. | Broker-dealer | January 2, 2001 | June 1, 2009 |
| MFS FUND DISTRIBUTORS, INC. | Broker-dealer | March 3, 1999 | August 18, 2000 |
| SMITH BARNEY INC. | Broker-dealer | November 3, 1995 | October 16, 1997 |
| D.A. DAVIDSON & CO. | Broker-dealer | July 20, 1994 | November 1, 1995 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.