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.
10,469 moves
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Justin Brown | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 24, 2025 | Oct 23, 2025 |
| Virginia Elaine Moss | Edward Jones national BD | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 23, 2025 | Oct 23, 2025 |
| Megan Lea Howell | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 22, 2025 | Oct 20, 2025 |
| Daniel Renner | Edward Jones national BD | Sofi Wealth LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 22, 2025 | Nov 12, 2025 |
| Gregory Dean Daniels | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 22, 2025 | Oct 21, 2025 |
| Amanda Henley | Edward Jones national BD | Empower Advisory Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 22, 2025 | Jan 9, 2026 (79 d) |
| John William Murphy | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 21, 2025 | Oct 20, 2025 |
| Richard Delbert Newcomb | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 21, 2025 | Oct 20, 2025 |
| Philip Frank Ucci | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 21, 2025 | Oct 20, 2025 |
| Anthony Jason Bayona | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 21, 2025 | Oct 20, 2025 |
| James Howell Henry | Edward Jones national BD | Uptick Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 21, 2025 | Oct 20, 2025 |
| Sean Patrick Murphy | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 21, 2025 | Oct 20, 2025 |
| Brian W Suttle | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 21, 2025 | Oct 20, 2025 |
| Benjamin Myers | Edward Jones national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Oct 21, 2025 | Dec 11, 2025 (51 d) |
| Melissa Anne Silta | Edward Jones national BD | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Oct 20, 2025 | Oct 17, 2025 |
| Aaron Yoon | Edward Jones national BD | &Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 20, 2025 | Oct 17, 2025 |
| Richard Andrew Solt | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Oct 20, 2025 | Oct 17, 2025 |
| Darrell Edward Evans | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Oct 20, 2025 | Oct 17, 2025 |
| Carol Anne Delong | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Oct 20, 2025 | Oct 17, 2025 |
| Antonius J Hendrix | Edward Jones national BD | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 14, 2025 | Oct 13, 2025 |
| Jackson N Turner | Edward Jones national BD | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 13, 2025 | Oct 21, 2025 |
| Eduardo Zuniga | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Oct 13, 2025 | Oct 10, 2025 |
| Dylan King | Edward Jones national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Oct 13, 2025 | Nov 5, 2025 |
| Jared Reed | Edward Jones national BD | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Oct 9, 2025 | Oct 30, 2025 |
| Joseph Austin Dante | Edward Jones national BD | Cambridge Investment Research Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 8, 2025 | Sep 23, 2025 |
| Gaston Nieto | Edward Jones national BD | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Oct 8, 2025 | Nov 10, 2025 (33 d) |
| Harold Mac Sipe | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 7, 2025 | Oct 7, 2025 |
| Wesley Chadwick Choate | Edward Jones national BD | Level Four Advisory Services BD affiliated | Affiliated broker-dealer or bank to another | Oct 7, 2025 | Oct 13, 2025 |
| Jennifer Easley | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Oct 7, 2025 | Oct 7, 2025 |
| Anne K. Byerly | Edward Jones national BD | Strategic Advisers LLC national BD | Affiliated broker-dealer or bank to another | Oct 7, 2025 | Oct 24, 2025 |
| Odestaphan Woodard | Edward Jones national BD | Strategic Advisers LLC national BD | Affiliated broker-dealer or bank to another | Oct 7, 2025 | Oct 31, 2025 |
| Joel Williamson | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 7, 2025 | Oct 6, 2025 |
| Sotir Cikopana | Edward Jones national BD | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Oct 7, 2025 | Jan 28, 2026 (113 d) |
| Liam Sullivan Pierre Luci Fraboulet | Edward Jones national BD | Skybound Wealth USA independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 7, 2025 | Jul 17, 2026 (283 d) |
| Kenneth Busch | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Oct 6, 2025 | Oct 3, 2025 |
| Tyler Duenas | Edward Jones national BD | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Oct 6, 2025 | Oct 3, 2025 |
| Jason Lee Clardy | Edward Jones national BD | My Portfolio Guide, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 6, 2025 | Jan 5, 2026 (91 d) |
| Jacey Johnson | Edward Jones national BD | Retirement Plan Advisors, LLC mixed wealth | Affiliated broker-dealer or bank to independent RIA | Oct 6, 2025 | Nov 3, 2025 |
| Linda Callinan Beardsley | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 3, 2025 | Dec 1, 2025 (59 d) |
| David Kirk Biddle | Edward Jones national BD | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 3, 2025 | Dec 17, 2025 (75 d) |
| Beau Smith | Edward Jones national BD | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Oct 3, 2025 | Oct 2, 2025 |
| Daniel Testa | Edward Jones national BD | Navy Federal Investment Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 3, 2025 | Nov 6, 2025 (34 d) |
| Tyler M Bebault | Edward Jones national BD | Tip Group LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Oct 3, 2025 | Nov 6, 2025 (34 d) |
| Rylee Water Billings | Edward Jones national BD | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Oct 3, 2025 | May 18, 2026 (227 d) |
| Matthew Timothy Branham | Edward Jones national BD | Empower Advisory Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 3, 2025 | Jul 8, 2026 (278 d) |
| John Floyd Olson | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 2, 2025 | Oct 1, 2025 |
| Geraldo Joshua Wingate | Edward Jones national BD | Assetmark, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 2, 2025 | Jul 30, 2026 (301 d) |
| Michael Peregrym | Edward Jones national BD | Brookstone Capital Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 2, 2025 | Oct 7, 2025 |
| Bradey Anntoinette Jameson | Edward Jones national BD | Raymond James & Associates, Inc. national BD | Affiliated broker-dealer or bank to another | Oct 2, 2025 | Oct 1, 2025 |
| Chris Telezyn | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 2, 2025 | Oct 8, 2025 |
| William Christian Wulfers | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 1, 2025 | Sep 25, 2025 |
| Nirmala Sarju Wulfers | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 1, 2025 | Sep 25, 2025 |
| Daniel Bodnar | Edward Jones national BD | A.G.P / Alliance Global Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 1, 2025 | Jan 12, 2026 (103 d) |
| Isaias Puente | Edward Jones national BD | Charles Schwab & Co., Inc. national BD | Affiliated broker-dealer or bank to another | Oct 1, 2025 | Oct 28, 2025 |
| Brian Barbee | Edward Jones national BD | Root Financial Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 30, 2025 | Sep 29, 2025 |
| Xiuyuan Li | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 30, 2025 | Sep 29, 2025 |
| John Joseph Anderson | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 29, 2025 | Oct 14, 2025 |
| James Edward Kossoff | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 29, 2025 | Sep 23, 2025 |
| Brittany Jennifer Amarillas | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 29, 2025 | Sep 25, 2025 |
| Ryan D Krause | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 29, 2025 | Apr 1, 2026 (184 d) |