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 |
|---|---|---|---|---|---|
| Kenneth Andrew Diamond | Edward Jones national BD | Allstate Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 5, 2025 | Mar 5, 2026 (181 d) |
| Lori Bouska | Edward Jones national BD | Empower Advisory Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 5, 2025 | Nov 14, 2025 (70 d) |
| Christopher Edward Maglich | Edward Jones national BD | In The Game Wealth Management state registered | Affiliated broker-dealer or bank to a state-registered adviser | Sep 5, 2025 | Nov 21, 2025 (77 d) |
| Tyquia Clark | Edward Jones national BD | Missionsquare Retirement BD affiliated | Affiliated broker-dealer or bank to another | Sep 5, 2025 | Nov 4, 2025 (60 d) |
| Tural Nadirli | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Sep 5, 2025 | Sep 4, 2025 |
| Tiseer Mohamed Osman | Edward Jones national BD | Tlg Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Sep 5, 2025 | Jan 6, 2026 (123 d) |
| Cole Allen Harmon | Edward Jones national BD | Vanguard Advisers, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Sep 5, 2025 | Dec 1, 2025 (87 d) |
| David Falcone | Edward Jones national BD | Sound Income Strategies, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 5, 2025 | Oct 28, 2025 (53 d) |
| Lance James Sloan | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Sep 4, 2025 | Aug 14, 2025 |
| Brent Robert Martin | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Sep 3, 2025 | Sep 2, 2025 |
| Bryan Timothy Tudeen | Edward Jones national BD | Cambridge Investment Research Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Sep 3, 2025 | Sep 9, 2025 |
| Todd Shelley | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Sep 2, 2025 | Aug 29, 2025 |
| Jason P Hunter | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 2, 2025 | Aug 29, 2025 |
| Christopher Gerard Fahey | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Sep 2, 2025 | Sep 2, 2025 |
| Austin Daniel Locklear | Edward Jones national BD | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Sep 2, 2025 | Aug 31, 2025 |
| Joseph Michael Jellison | Edward Jones national BD | Strategic Advisers LLC national BD | Affiliated broker-dealer or bank to another | Sep 2, 2025 | Sep 29, 2025 |
| Chad Karhoff | Edward Jones national BD | Thrivent Investment Management Inc. BD affiliated | Affiliated broker-dealer or bank to another | Sep 2, 2025 | Nov 4, 2025 (63 d) |
| Emil Joaquin Pichardo | Edward Jones national BD | Godsey & Gibb Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 29, 2025 | Sep 14, 2025 |
| Alec Riss | Edward Jones national BD | Sb Advisory, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 29, 2025 | Dec 5, 2025 (98 d) |
| Allie Elizabeth Rowland | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 29, 2025 | Sep 4, 2025 |
| Benjamin Taylor-Jordan Worley | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 28, 2025 | Aug 29, 2025 |
| Jacqueline Walls | Edward Jones national BD | Empower Advisory Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 28, 2025 | Sep 11, 2025 |
| Robert Eugene Monroe | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 28, 2025 | Aug 27, 2025 |
| Sarah Lynn Mika | Edward Jones national BD | Gateway Wealth Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 27, 2025 | Oct 20, 2025 (54 d) |
| David Gonzalez | Edward Jones national BD | Truist Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Aug 27, 2025 | Sep 9, 2025 |
| Melissa Bergeron | Edward Jones national BD | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Aug 26, 2025 | Aug 29, 2025 |
| Kiley Kristine Kendall | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Aug 25, 2025 | Aug 22, 2025 |
| Kyle C Kendall | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Aug 25, 2025 | Aug 22, 2025 |
| James P Kivlehan | Edward Jones national BD | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Aug 22, 2025 | Aug 21, 2025 |
| Steven M Wyatt | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 20, 2025 | Sep 23, 2025 (34 d) |
| Austin James Eagan | Edward Jones national BD | Hartford Funds asset manager | Other | Aug 20, 2025 | Sep 5, 2025 |
| Victoria Canter | Edward Jones national BD | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Aug 20, 2025 | Sep 19, 2025 |
| Santoria Simone Texidor | Edward Jones national BD | Simplicity Wealth mixed wealth | Affiliated broker-dealer or bank to independent RIA | Aug 20, 2025 | Oct 1, 2025 (42 d) |
| Yi Sun | Edward Jones national BD | Evergreen Investment Management LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Aug 20, 2025 | May 28, 2026 (281 d) |
| Kamil Rehman | Edward Jones national BD | Schwab Wealth Advisory, Inc. no RAUM | Other | Aug 19, 2025 | Sep 5, 2025 |
| Nicholas Byars | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 19, 2025 | Aug 18, 2025 |
| Justin Christmas | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 18, 2025 | Aug 15, 2025 |
| Brandon Harrison Craiger | Edward Jones national BD | &Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 18, 2025 | Aug 15, 2025 |
| Ashlee Craiger | Edward Jones national BD | &Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 18, 2025 | Aug 15, 2025 |
| Joel Lawrence Ferguson | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Aug 18, 2025 | Aug 15, 2025 |
| Vincent Alexander Moore | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 18, 2025 | Aug 15, 2025 |
| Bailey Kathleen Byford | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 18, 2025 | Aug 15, 2025 |
| James Levin | Edward Jones national BD | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Aug 18, 2025 | Aug 18, 2025 |
| Sean M Mccullough | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Aug 18, 2025 | Aug 15, 2025 |
| Raymond Neil Hershey | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Aug 18, 2025 | Aug 15, 2025 |
| Charles Parvin | Edward Jones national BD | Sound Income Strategies, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 18, 2025 | Sep 4, 2025 |
| Scott Thomas Petkas | Edward Jones national BD | Raymond James & Associates, Inc. national BD | Affiliated broker-dealer or bank to another | Aug 15, 2025 | Aug 14, 2025 |
| Helen Curlow | Edward Jones national BD | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Aug 15, 2025 | Aug 14, 2025 |
| Seung Ryong-Hwang Mishler | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 15, 2025 | Aug 14, 2025 |
| Gregory Mitchell Phelps | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 15, 2025 | Aug 14, 2025 |
| Erica Rice | Edward Jones national BD | Creativeone Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 13, 2025 | Aug 12, 2025 |
| Smaro M Janes | Edward Jones national BD | Kingsview Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 12, 2025 | Aug 8, 2025 |
| Andrea Ruth Phillips | Edward Jones national BD | Equitable Advisors, LLC national BD | Affiliated broker-dealer or bank to another | Aug 12, 2025 | Aug 11, 2025 |
| Marshall D Chasek | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 12, 2025 | Aug 13, 2025 |
| Terrence John Hoppmann | Edward Jones national BD | Kingsview Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 11, 2025 | Aug 8, 2025 |
| Rachel Elizabeth Year Fahrenkrug | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Aug 11, 2025 | Aug 8, 2025 |
| Rankin W Starkey | Edward Jones national BD | Ssb&T Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 11, 2025 | Sep 15, 2025 (35 d) |
| Brenda A Spychalski | Edward Jones national BD | Raymond James & Associates, Inc. national BD | Affiliated broker-dealer or bank to another | Aug 8, 2025 | Jun 10, 2026 (306 d) |
| Melissa Diane Hill | Edward Jones national BD | Genesis Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 8, 2025 | Aug 11, 2025 |
| Andrea Downard | Edward Jones national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Aug 8, 2025 | Aug 25, 2025 |