DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Advisor moves
Departures from Edward Jones
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Anna Travis Reihl | Edward Jones national BD | Benjamin F. Edwards & Company, Incorporated BD affiliated | Affiliated broker-dealer or bank to another | Sep 15, 2026 | Sep 14, 2026 |
| Cristina Montenegro | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Sep 14, 2026 | Sep 11, 2026 |
| Michael Coldwell | Edward Jones national BD | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Sep 10, 2026 | Sep 9, 2026 |
| Adrienne Elizabeth Vollmer | Edward Jones national BD | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 10, 2026 | Sep 15, 2026 |
| Richelle Jarrett Jordan | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Sep 10, 2026 | Sep 11, 2026 |
| Stacey Zeluff-Bisher | Edward Jones national BD | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Sep 10, 2026 | Sep 8, 2026 |
| Markell Bryant | Edward Jones national BD | Rfg Advisory, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 10, 2026 | Sep 8, 2026 |
| Gina Dehoyos | Edward Jones national BD | RBC Capital Markets, LLC national BD | Affiliated broker-dealer or bank to another | Sep 10, 2026 | Sep 8, 2026 |
| Kaitlin Mcmullan | Edward Jones national BD | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Sep 10, 2026 | Sep 8, 2026 |
| Troy Siefert Thomas | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Sep 8, 2026 | Sep 4, 2026 |
| Roodmy Cesar | Edward Jones national BD | Td Private Client Wealth LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 7, 2026 | Sep 15, 2026 |
| Shay C Delaney | Edward Jones national BD | Ameritas Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 4, 2026 | Sep 15, 2026 |
| Anthony Lewis Gutwein | Edward Jones national BD | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 3, 2026 | Sep 11, 2026 |
| Richard Dustin Sloss | Edward Jones national BD | Raymond James & Associates, Inc. national BD | Affiliated broker-dealer or bank to another | Sep 3, 2026 | Aug 6, 2026 |
| Jeffrey French Foose | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Sep 3, 2026 | Sep 1, 2026 |
| Josiah Nicely | Edward Jones national BD | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Sep 3, 2026 | Sep 10, 2026 |
| Richard G Williams | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 2, 2026 | Aug 31, 2026 |
| Chad Mitchell | Edward Jones national BD | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Aug 31, 2026 | Aug 28, 2026 |
| Jeffery Demarcus Cheatham | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Aug 31, 2026 | Aug 28, 2026 |
| Alexander Jack Derghazian | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 31, 2026 | Sep 2, 2026 |
| Roberto Tapia | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 27, 2026 | Aug 17, 2026 |
| Kyle Ashcraft | Edward Jones national BD | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Aug 26, 2026 | Aug 25, 2026 |
| Tyrone David Robinson | Edward Jones national BD | Kingsview Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 25, 2026 | Aug 24, 2026 |
| Scott Allen Holman | Edward Jones national BD | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 25, 2026 | Aug 24, 2026 |
| Shawn Plunkett | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Aug 25, 2026 | Aug 21, 2026 |
| Travis James Murphy | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 25, 2026 | Aug 24, 2026 |
| David Fricke | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 25, 2026 | Aug 24, 2026 |
| Hector M Arellano Hernandez | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 25, 2026 | Aug 27, 2026 |
| Jon Champney | Edward Jones national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Aug 25, 2026 | Aug 26, 2026 |
| Vidal Velez | Edward Jones national BD | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Aug 25, 2026 | Aug 24, 2026 |
| George J Christodoulou | Edward Jones national BD | Charles Schwab & Co., Inc. national BD | Affiliated broker-dealer or bank to another | Aug 25, 2026 | Sep 4, 2026 |
| Dillon A Forcier | Edward Jones national BD | Money Concepts Advisory Service BD affiliated | Affiliated broker-dealer or bank to another | Aug 25, 2026 | Aug 21, 2026 |
| Gordon Claiborne Woodruff | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 20, 2026 | Aug 20, 2026 |
| Michael Bohnert | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Aug 19, 2026 | Aug 10, 2026 |
| Andrew Tillett | Edward Jones national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Aug 19, 2026 | Aug 21, 2026 |
| Justin Taft Shaw | Edward Jones national BD | &Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 19, 2026 | Aug 12, 2026 |
| Joshua Mcknight Glenn | Edward Jones national BD | Fiduciary Organization, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Aug 17, 2026 | Aug 14, 2026 |
| Tiffany Chevon Malenfant | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Aug 17, 2026 | Aug 27, 2026 |
| Charles Bradley Edmondson | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 17, 2026 | Aug 14, 2026 |
| Jarod Wesson | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 16, 2026 | Aug 26, 2026 |
| Katherine Irene Sullivan | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 16, 2026 | Sep 15, 2026 |
| Tim John Beithon | Edward Jones national BD | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Aug 14, 2026 | Aug 13, 2026 |
| Lee A Iredell | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 13, 2026 | Aug 13, 2026 |
| Rocco Leonard Russo | Edward Jones national BD | Kestra Private Wealth Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 12, 2026 | Aug 12, 2026 |
| Aaron Jack Martin | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 11, 2026 | Aug 10, 2026 |
| Russell Wert | Edward Jones national BD | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Aug 11, 2026 | Aug 6, 2026 |
| Robert Garland | Edward Jones national BD | Strategic Advisers LLC national BD | Affiliated broker-dealer or bank to another | Aug 11, 2026 | Sep 11, 2026 (31 d) |
| Richard S Hamilton | Edward Jones national BD | Facet independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 11, 2026 | Aug 19, 2026 |
| Huijie Wang | Edward Jones national BD | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Aug 11, 2026 | Sep 8, 2026 |
| Kristine Quine | Edward Jones national BD | Exceptional Wealth & Family Office independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 11, 2026 | Aug 10, 2026 |
| Christopher Koertge | Edward Jones national BD | Stifel, Nicolaus & Company, Incorporated national BD | Affiliated broker-dealer or bank to another | Aug 10, 2026 | Jul 30, 2026 |
| Robert Vargas | Edward Jones national BD | Ministry Partners Securities, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Aug 10, 2026 | Aug 7, 2026 |
| Kevin Gilbert | Edward Jones national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Aug 10, 2026 | Aug 20, 2026 |
| Heather Ryan | Edward Jones national BD | Newedge Advisors BD affiliated | Affiliated broker-dealer or bank to another | Aug 7, 2026 | Aug 7, 2026 |
| Christopher Stockton | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 7, 2026 | Aug 6, 2026 |
| Jeffery Patrick Kuhlmann | Edward Jones national BD | Larson Financial Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 5, 2026 | Aug 19, 2026 |
| David Snyder | Edward Jones national BD | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 5, 2026 | Jul 31, 2026 |
| Paul Glenn Mccutchen | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 5, 2026 | Aug 6, 2026 |
| Jeffrey Lawrence Litel | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 5, 2026 | Aug 4, 2026 |
| Thomas E Dunham | Edward Jones national BD | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Aug 5, 2026 | Sep 7, 2026 (33 d) |
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10,444 moves match.