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Breakaway

Lazorik Financial Management

Wells Fargo → Raymond James Financial Services

Reported

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
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