DFX Intelligence
Advisor moves
Departures from Edward JonesWhat a move isA 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 |
|---|---|---|---|---|---|
| Andrew Marc Friedman | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Sep 29, 2025 | Sep 26, 2025 |
| Douglas Cellini | Edward Jones national BD | Kingsview Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 29, 2025 | Sep 26, 2025 |
| Yolanda Franco | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 29, 2025 | Nov 3, 2025 (35 d) |
| Madeline M Orbin | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Sep 29, 2025 | Sep 26, 2025 |
| Matthew Dawson | Edward Jones national BD | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 29, 2025 | Feb 27, 2026 (151 d) |
| Robert Young | Edward Jones national BD | Kingsview Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 29, 2025 | Sep 30, 2025 |
| Christopher Bishop | Edward Jones national BD | &Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 29, 2025 | Sep 29, 2025 |
| Jeffrey Allen Dunn | Edward Jones national BD | Ameritas Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 24, 2025 | Sep 29, 2025 |
| Christian Harris | Edward Jones national BD | Allworth Financial, L.P. BD affiliated | Affiliated broker-dealer or bank to another | Sep 24, 2025 | Oct 3, 2025 |
| Stephen G Sanders | Edward Jones national BD | Life Planning Partners, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 23, 2025 | Oct 14, 2025 |
| Shannon Nishio | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Sep 23, 2025 | Sep 22, 2025 |
| Jason Wright | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 23, 2025 | Sep 22, 2025 |
| Laura M Andersen | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 23, 2025 | Sep 22, 2025 |
| Gary Luke Starner | Edward Jones national BD | Sound Income Strategies, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 23, 2025 | Sep 24, 2025 |
| Jonnie Goodmanson | Edward Jones national BD | W&S Brokerage Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Sep 23, 2025 | Sep 30, 2025 |
| Bryan Lane Hildebrand | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Sep 22, 2025 | Sep 19, 2025 |
| Hayden Lane Hildebrand | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Sep 22, 2025 | Sep 19, 2025 |
| Jillinn N Wilson | Edward Jones national BD | Equitable Advisors, LLC national BD | Affiliated broker-dealer or bank to another | Sep 22, 2025 | Sep 29, 2025 |
| Phillip Leo Hettich | Edward Jones national BD | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 19, 2025 | Oct 23, 2025 (34 d) |
| James Dupont Kirven | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Sep 19, 2025 | Sep 18, 2025 |
| David Rhys Morgan | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Sep 19, 2025 | Sep 18, 2025 |
| Christopher Jon Curran | Edward Jones national BD | U.S. Bancorp Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 18, 2025 | Jun 10, 2026 (265 d) |
| Dustin Lee Schlabach | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 18, 2025 | Sep 16, 2025 |
| Krista Letcher | Edward Jones national BD | Innovative Advisory Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 18, 2025 | Sep 22, 2025 |
| Jennifer Louise Gugliemotto | Edward Jones national BD | Savvy independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 18, 2025 | Oct 11, 2025 |
| Guru R Sowle | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Sep 18, 2025 | Aug 22, 2025 |
| Nicole Leann Barrett | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 18, 2025 | Sep 16, 2025 |
| Mahib Shroff-Hemani | Edward Jones national BD | Strategic Advisers LLC national BD | Affiliated broker-dealer or bank to another | Sep 18, 2025 | Nov 14, 2025 (57 d) |
| Sherry Bolling | Edward Jones national BD | Strategic Advisers LLC national BD | Affiliated broker-dealer or bank to another | Sep 17, 2025 | Oct 9, 2025 |
| Phoebe Del Castillo | Edward Jones national BD | Stifel, Nicolaus & Company, Incorporated national BD | Affiliated broker-dealer or bank to another | Sep 17, 2025 | Sep 30, 2025 |
| Randy Eugene Johnson | Edward Jones national BD | LPL Enterprise, LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 16, 2025 | Oct 17, 2025 (31 d) |
| Charles D Dodds | Edward Jones national BD | Madison Avenue Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 16, 2025 | Sep 16, 2025 |
| Carol Jean Ward | Edward Jones national BD | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 16, 2025 | Apr 2, 2026 (198 d) |
| Brandon James Mcqueen | Edward Jones national BD | Raymond James & Associates, Inc. national BD | Affiliated broker-dealer or bank to another | Sep 16, 2025 | Oct 7, 2025 |
| Brandon Dunn | Edward Jones national BD | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Sep 16, 2025 | Sep 15, 2025 |
| Ronald Charles Gascoyne | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 16, 2025 | Sep 15, 2025 |
| Katelin Marie Walker | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 16, 2025 | Sep 18, 2025 |
| Sergiu Victor Pletosu | Edward Jones national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Sep 16, 2025 | Oct 3, 2025 |
| Erwin Reguindin | Edward Jones national BD | Integrated Wealth Concepts LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 15, 2025 | Sep 12, 2025 |
| Michael Short | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 15, 2025 | Sep 25, 2025 |
| Andrew Bettinson | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 12, 2025 | Sep 23, 2025 |
| Nima Helmi | Edward Jones national BD | Bankers Life Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Sep 12, 2025 | Nov 18, 2025 (67 d) |
| Carmen Elaine Mitchell | Edward Jones national BD | Stonex Advisors Inc. BD affiliated | Affiliated broker-dealer or bank to another | Sep 11, 2025 | Feb 13, 2026 (155 d) |
| Kendra Shelley White | Edward Jones national BD | Vanguard Advisers, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Sep 11, 2025 | Jan 20, 2026 (131 d) |
| Evan Robert Potts | Edward Jones national BD | Commonwealth Financial Network national BD | Affiliated broker-dealer or bank to another | Sep 11, 2025 | Sep 8, 2025 |
| Victoria Watson | Edward Jones national BD | Abri LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 11, 2025 | Sep 8, 2025 |
| Owen N Bullard | Edward Jones national BD | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Sep 11, 2025 | Sep 18, 2025 |
| Michael Parks | Edward Jones national BD | Upraise Wealth Advisory, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Sep 10, 2025 | Sep 10, 2025 |
| Brittney A Broich | Edward Jones national BD | Blackridge Asset Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 10, 2025 | Sep 16, 2025 |
| Emily Kromalic | Edward Jones national BD | Planmember Securities Corporation independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 10, 2025 | Oct 15, 2025 (35 d) |
| Dana Nicole Badgett | Edward Jones national BD | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Sep 9, 2025 | Jun 18, 2026 (282 d) |
| Alid M Gonzalez | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 9, 2025 | Sep 8, 2025 |
| Nina C Milligan | Edward Jones national BD | Zenith Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 9, 2025 | Jan 15, 2026 (128 d) |
| Christopher Larry Madaris | Edward Jones national BD | Schwab Wealth Advisory, Inc. no RAUM | Other | Sep 9, 2025 | Sep 29, 2025 |
| Robert Joseph Bennett | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Sep 8, 2025 | Sep 8, 2025 |
| Douglas Paul Smith | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 8, 2025 | Sep 8, 2025 |
| Andrea Fiore | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Sep 8, 2025 | Oct 1, 2025 |
| Aimee Carissa Daigle | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Sep 8, 2025 | Sep 5, 2025 |
| Todd Michael Gorden | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Sep 8, 2025 | Sep 5, 2025 |
| Stacey Don Price | Edward Jones national BD | Kingswood Wealth Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 8, 2025 | Sep 5, 2025 |