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 |
|---|---|---|---|---|---|
| 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) |
| Cody Eugene Hayworth | Edward Jones national BD | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Aug 5, 2026 | Sep 15, 2026 (41 d) |
| Kortny M Hall | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 5, 2026 | Aug 21, 2026 |
| Jahangir Khan | Edward Jones national BD | Empower Advisory Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 5, 2026 | Aug 12, 2026 |
| David Reese Jackson | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 4, 2026 | Aug 3, 2026 |
| Julian Jerome Stewart | Edward Jones national BD | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 4, 2026 | Jul 31, 2026 |
| Aaron K Kummerfeldt | Edward Jones national BD | Charles Schwab & Co., Inc. national BD | Affiliated broker-dealer or bank to another | Jul 28, 2026 | Aug 7, 2026 |
| Dodge Brown | Edward Jones national BD | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Jul 27, 2026 | Aug 3, 2026 |
| Jack Fisher | Edward Jones national BD | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Jul 27, 2026 | Aug 10, 2026 |
| Kaylan Blake Adams | Edward Jones national BD | Bmss Wesson Wealth Solutions independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 27, 2026 | Aug 5, 2026 |
| Brian Curtis | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 24, 2026 | Jul 23, 2026 |
| Anne Marie Curtis | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 24, 2026 | Jul 23, 2026 |
| Joseph Murphy | Edward Jones national BD | Charles Schwab & Co., Inc. national BD | Affiliated broker-dealer or bank to another | Jul 23, 2026 | Aug 11, 2026 |
| Joseph Benoit Dupuis | Edward Jones national BD | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 23, 2026 | Aug 13, 2026 |
| Keith Richard Young | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 22, 2026 | Jul 17, 2026 |
| Edward Joseph Kelly | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 20, 2026 | Jul 20, 2026 |
| Alexandra Teague | Edward Jones national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Jul 20, 2026 | Aug 4, 2026 |
| Stacey J Clark | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 20, 2026 | Jul 17, 2026 |
| Stacy Ann Hunt | Edward Jones national BD | Concorde Asset Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 20, 2026 | Aug 4, 2026 |
| Joshua D Pitts | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 20, 2026 | Jul 20, 2026 |
| Mark Allen Merner | Edward Jones national BD | Vanguard Advisers, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 20, 2026 | Aug 6, 2026 |
| Enayat W Sheikhzad | Edward Jones national BD | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Jul 20, 2026 | Aug 28, 2026 (39 d) |
| Patricia Rivera | Edward Jones national BD | Cwm, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 19, 2026 | Jul 21, 2026 |
| Brendan Michael Norwine | Edward Jones national BD | Focus Advisor Solutions, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 19, 2026 | Jul 23, 2026 |
| Efrain Fernandez | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Jul 18, 2026 | Jul 17, 2026 |
| Peter A Susic | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 17, 2026 | Jul 9, 2026 |
| Sara Marie Fisher | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Jul 17, 2026 | Jul 10, 2026 |
| Paul Benjamin Phillips | Edward Jones national BD | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Jul 17, 2026 | Jul 16, 2026 |
| Joanna Ayers Greene | Edward Jones national BD | Mag Cap independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 17, 2026 | Jul 24, 2026 |
| Samuel David Marolt | Edward Jones national BD | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Jul 16, 2026 | Aug 5, 2026 |
| Richmond Lee | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jul 15, 2026 | Jul 13, 2026 |
| Samuel Feldman | Edward Jones national BD | 755 Financial no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jul 14, 2026 | Jul 13, 2026 |
| James Anthony Mcmaster | Edward Jones national BD | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Jul 14, 2026 | Jul 10, 2026 |
| Tanisha D Wilson | Edward Jones national BD | Kestra Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 13, 2026 | Jul 8, 2026 |
| Thomas Barro Mitose | Edward Jones national BD | Forthright Capital independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 13, 2026 | Jul 10, 2026 |
| Daniel Frederick Dwyer | Edward Jones national BD | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Jul 10, 2026 | Jun 24, 2026 |
| Almir Salihovic | Edward Jones national BD | Stifel, Nicolaus & Company, Incorporated national BD | Affiliated broker-dealer or bank to another | Jul 10, 2026 | Jul 7, 2026 |
| Ashley Denise Sherrod | Edward Jones national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Jul 10, 2026 | Aug 4, 2026 |
| John Lytle Jones | Edward Jones national BD | Cerity Partners LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 10, 2026 | Jul 17, 2026 |
| Ryan Garrick Waldrip | Edward Jones national BD | Empower Advisory Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 10, 2026 | Jul 30, 2026 |
| Chad Michael Aucoin | Edward Jones national BD | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 9, 2026 | Jul 8, 2026 |
| Christopher Michael Sheeler | Edward Jones national BD | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Jul 9, 2026 | Jul 8, 2026 |
| Nicole A Trakimas | Edward Jones national BD | Principal Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 9, 2026 | Aug 12, 2026 (34 d) |
| Chimaobi Abarikwu | Edward Jones national BD | Osaic Institutions, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 9, 2026 | Aug 31, 2026 (53 d) |
| Kelly Moore | Edward Jones national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Jul 8, 2026 | Jul 10, 2026 |
| Brandon Keith Lopez | Edward Jones national BD | Nuveen Asset Management, LLC mixed wealth | Affiliated broker-dealer or bank to independent RIA | Jul 8, 2026 | Aug 14, 2026 (37 d) |
| Tracy Lynn Sullivan | Edward Jones national BD | Compass Wealth independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 8, 2026 | Jul 22, 2026 |
| Dalton Homan | Edward Jones national BD | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Jul 8, 2026 | Jul 7, 2026 |
| Kaleigh Naomi Hubbard | Edward Jones national BD | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Jul 8, 2026 | Jul 10, 2026 |
| Nicholas Grecco | Edward Jones national BD | Thrivent Investment Management Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 8, 2026 | Aug 19, 2026 (42 d) |
| Richard E Shelton | Edward Jones national BD | Ae Wealth Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 8, 2026 | Aug 13, 2026 (36 d) |
| Thomas Andrew Braun | Edward Jones national BD | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Jul 8, 2026 | Aug 18, 2026 (41 d) |
| Kathleen Ann O'Kane | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Jul 7, 2026 | Jun 26, 2026 |
| David R Carson | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 7, 2026 | Sep 17, 2026 (72 d) |
| William Fried | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 7, 2026 | Jun 29, 2026 |
| Stefano Selenu | Edward Jones national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Jul 7, 2026 | Jul 6, 2026 |
10,459 moves match.