Breakaway
Lazorik Financial Management
Wells Fargo → Raymond James Financial Services
What changed
35-year Wells Fargo veteran managing $160M+, joined RJFS and operates as Lazorik Financial Management.
- Reported / discovered
- Aug 28, 2026
- Effective
- Not reported
- New role
- Branch Manager
- Previous role
- Not reported
- Market
- Yakima, WA
- Reported book
- $160M
- 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
InvestmentNews ↗Aug 28, 2026 · Reporting
Private Wealth Daily ↗Aug 28, 2026 · Reporting
This record is supported by reporting. It has not been independently corroborated by a linked registration observation.
Record history
2 observations consolidated into one event.
Oct 2, 2026Source evidence reconciled