DFX Intelligence
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 |
|---|---|---|---|---|---|
| Steven G Trojanov | Edward Jones national BD | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 9, 2025 | Dec 8, 2025 |
| Calvin Lemonte Wilson | Edward Jones national BD | Transamerica Retirement Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 9, 2025 | Jun 17, 2026 (190 d) |
| Craig Michael Matherne | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 9, 2025 | Jan 7, 2026 |
| Jack Mackenzie Miceli | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 9, 2025 | Dec 8, 2025 |
| Letitia Wall | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 9, 2025 | Jan 21, 2026 (43 d) |
| Ruben E. Valdez | Edward Jones national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Dec 9, 2025 | Feb 22, 2026 (75 d) |
| William Charles Fox | Edward Jones national BD | Lombard Advisers Incorporated independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 9, 2025 | Feb 2, 2026 (55 d) |
| Jeffrey Scott Stebbins | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Dec 8, 2025 | Dec 5, 2025 |
| Robert John Stahler | Edward Jones national BD | Anchored Financial Planning LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Dec 8, 2025 | Dec 11, 2025 |
| Norma Durfee | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Dec 8, 2025 | Dec 5, 2025 |
| Michelle Longcor Cumbie | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Dec 8, 2025 | Dec 5, 2025 |
| Colton Thomas Lowry | Edward Jones national BD | Kingsview Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 8, 2025 | Dec 5, 2025 |
| James Gregory Conrow | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Dec 8, 2025 | Dec 5, 2025 |
| Eileen Chun | Edward Jones national BD | Scs independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 6, 2025 | Jan 20, 2026 (45 d) |
| Jelecia Beverley | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 6, 2025 | Feb 6, 2026 (62 d) |
| Wei Hui | Edward Jones national BD | Spc BD affiliated | Affiliated broker-dealer or bank to another | Dec 6, 2025 | Dec 26, 2025 |
| Hunter Stringfellow | Edward Jones national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Dec 6, 2025 | Jan 23, 2026 (48 d) |
| Kevin Kyle Dowell | Edward Jones national BD | LPL Enterprise, LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 6, 2025 | Jan 26, 2026 (51 d) |
| Blake L Birdsall | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 4, 2025 | Dec 18, 2025 |
| John David Newton | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 4, 2025 | Jan 6, 2026 (33 d) |
| Kathryn Rebecca Davis | Edward Jones national BD | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Dec 4, 2025 | Dec 2, 2025 |
| Alicia Shaw | Edward Jones national BD | Td Private Client Wealth LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 4, 2025 | Apr 22, 2026 (139 d) |
| Lauren Vining | Edward Jones national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Dec 4, 2025 | Jan 26, 2026 (53 d) |
| Luke V Mccullough | Edward Jones national BD | Fiduciary Wealth Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 4, 2025 | Feb 8, 2026 (66 d) |
| Jodi Patman | Edward Jones national BD | Kestra Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 3, 2025 | Jan 6, 2026 (34 d) |
| Stacey Lynn Richmond | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Dec 3, 2025 | Dec 2, 2025 |
| Antonio Elias Magana | Edward Jones national BD | LPL Enterprise, LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 3, 2025 | Mar 17, 2026 (104 d) |
| Rita Magic | Edward Jones national BD | Citigroup Global Markets Inc. BD affiliated | Affiliated broker-dealer or bank to another | Dec 2, 2025 | Jan 7, 2026 (36 d) |
| Edward Charles Gordon | Edward Jones national BD | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Dec 2, 2025 | Dec 1, 2025 |
| Phillip Guerra | Edward Jones national BD | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Dec 2, 2025 | Dec 1, 2025 |
| Jesse Michael Plunkett | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 2, 2025 | Dec 2, 2025 |
| Steven Ross Shinn | Edward Jones national BD | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Dec 2, 2025 | Dec 2, 2025 |
| Madison Elise Saleba | Edward Jones national BD | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Dec 2, 2025 | Dec 15, 2025 |
| Wesley Trunell | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Dec 2, 2025 | Dec 1, 2025 |
| Christopher Lee Treadwell | Edward Jones national BD | Sound Income Strategies, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 2, 2025 | Jan 2, 2026 (31 d) |
| Robert Ellis Ryness | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 2, 2025 | Aug 6, 2026 (247 d) |
| Christina M Hartman | Edward Jones national BD | Capital Narrative Wealth Management state registered | Affiliated broker-dealer or bank to a state-registered adviser | Dec 1, 2025 | Mar 13, 2026 (102 d) |
| Tamara Leigh Radice | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Nov 26, 2025 | Nov 25, 2025 |
| William Montgomery | Edward Jones national BD | Charles Schwab & Co., Inc. national BD | Affiliated broker-dealer or bank to another | Nov 26, 2025 | Apr 29, 2026 (154 d) |
| Michael Ashley Caslin | Edward Jones national BD | Blueprint Financial Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 26, 2025 | Dec 12, 2025 |
| Troy Lynn Wootton | Edward Jones national BD | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 25, 2025 | Nov 26, 2025 |
| Uriah Eli Jackson | Edward Jones national BD | W&S Brokerage Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 25, 2025 | Dec 4, 2025 |
| Evelyn Y Quintanar | Edward Jones national BD | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Nov 25, 2025 | Dec 10, 2025 |
| Brian John Kracht | Edward Jones national BD | Empower Advisory Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 24, 2025 | Dec 11, 2025 |
| Nisheet Patel | Edward Jones national BD | Neuberger Berman Bd LLC no RAUM | Other | Nov 21, 2025 | Mar 24, 2026 (123 d) |
| Natasha Nasha Allen | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 21, 2025 | Feb 13, 2026 (84 d) |
| Beverly M Howdeshell | Edward Jones national BD | Thrivent Investment Management Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 21, 2025 | Sep 11, 2026 (294 d) |
| Kevin Michael Reed | Edward Jones national BD | Savant Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 21, 2025 | Sep 9, 2026 (292 d) |
| Melissa A Wahlen | Edward Jones national BD | Raymond James & Associates, Inc. national BD | Affiliated broker-dealer or bank to another | Nov 21, 2025 | Nov 20, 2025 |
| Christopher E Knight | Edward Jones national BD | Raymond James & Associates, Inc. national BD | Affiliated broker-dealer or bank to another | Nov 21, 2025 | Nov 20, 2025 |
| Richard Lee Elsbury | Edward Jones national BD | Teeple Snyder Newsome Wealth & Tax Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 19, 2025 | Dec 18, 2025 |
| Joseph Jiles Joiner | Edward Jones national BD | Allstate Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 19, 2025 | Jan 2, 2026 (44 d) |
| Rhiannon Lynn | Edward Jones national BD | Sound Income Strategies, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 19, 2025 | Nov 19, 2025 |
| Eva Marina Coutermarsh | Edward Jones national BD | Principal Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 18, 2025 | Aug 10, 2026 (265 d) |
| Johanny De Jesus | Edward Jones national BD | Modern Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 18, 2025 | Apr 20, 2026 (153 d) |
| David Glenz | Edward Jones national BD | Principal Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 18, 2025 | Dec 4, 2025 |
| John Robert Hayes | Edward Jones national BD | Charles Schwab & Co., Inc. national BD | Affiliated broker-dealer or bank to another | Nov 17, 2025 | Dec 2, 2025 |
| Gina Annette Lapiner | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Nov 17, 2025 | Nov 14, 2025 |
| Brenda R Trachsel | Edward Jones national BD | Vanderbilt Advisory Services BD affiliated | Affiliated broker-dealer or bank to another | Nov 17, 2025 | Jan 26, 2026 (70 d) |
| Stephanie Bridget Ritter | Edward Jones national BD | Moneta Group Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 17, 2025 | Sep 2, 2026 (289 d) |
10,461 moves match.