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 |
|---|---|---|---|---|---|
| Craig D Lafay | Edward Jones national BD | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 7, 2026 | Jul 7, 2026 |
| Kristopher David Kumlien | Edward Jones national BD | Kingsview Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 6, 2026 | Jun 26, 2026 |
| Kenneth Ray Webb | Edward Jones national BD | Integrated Advisors Network LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 2, 2026 | Jul 23, 2026 |
| Michael A Massarano | Edward Jones national BD | Focus Partners Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 2, 2026 | Jul 14, 2026 |
| Jeriene Reed | Edward Jones national BD | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Jun 26, 2026 | Jul 2, 2026 |
| Robert Joseph Pactwa | Edward Jones national BD | Principal Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 26, 2026 | Jun 18, 2026 |
| April Dwiggins | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 26, 2026 | Jun 25, 2026 |
| Erin Kronenberg | Edward Jones national BD | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 26, 2026 | Jul 10, 2026 |
| Evan Parker | Edward Jones national BD | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Jun 26, 2026 | Jun 18, 2026 |
| Shelby Marie Jennings | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Jun 26, 2026 | Jul 7, 2026 |
| Sean P Dunn | Edward Jones national BD | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 26, 2026 | Jun 25, 2026 |
| Ciaran Mccullaugh | Edward Jones national BD | Empower Advisory Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 26, 2026 | Jul 10, 2026 |
| Curtis Allen Skousen | Edward Jones national BD | Vanguard Advisers, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 26, 2026 | Jul 8, 2026 |
| Timothy Francis Hixson | Edward Jones national BD | Dg Wealth state registered | Affiliated broker-dealer or bank to a state-registered adviser | Jun 26, 2026 | Jul 16, 2026 |
| Robert Jarod Leighton | Edward Jones national BD | Transamerica Retirement Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 26, 2026 | Jul 17, 2026 |
| Glenn Allan Hines | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jun 25, 2026 | Jun 24, 2026 |
| Erin Hofacket | Edward Jones national BD | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Jun 25, 2026 | Jun 24, 2026 |
| Donald W Duffy | Edward Jones national BD | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 25, 2026 | Aug 7, 2026 (43 d) |
| Mallory Len Horn | Edward Jones national BD | State Farm Investment Management Corp. asset manager | Other | Jun 25, 2026 | Jun 29, 2026 |
| John Keith Rinehart | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Jun 22, 2026 | Jun 22, 2026 |
| Rachel Lynne Okorn | Edward Jones national BD | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Jun 22, 2026 | Jun 22, 2026 |
| Roberto De Jesus | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jun 22, 2026 | Jun 22, 2026 |
| David Martin | Edward Jones national BD | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Jun 22, 2026 | Jul 29, 2026 (37 d) |
| Derrick Lee Lorenzen | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 22, 2026 | Jun 18, 2026 |
| Kelley M Wolff | Edward Jones national BD | RBC Capital Markets, LLC national BD | Affiliated broker-dealer or bank to another | Jun 22, 2026 | Jul 7, 2026 |
| Brandon Wesley Downey | Edward Jones national BD | &Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 22, 2026 | Jun 18, 2026 |
| Jon Connell | Edward Jones national BD | Newedge Advisors BD affiliated | Affiliated broker-dealer or bank to another | Jun 22, 2026 | Jun 18, 2026 |
| Edward Kowalewski | Edward Jones national BD | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Jun 22, 2026 | Jun 29, 2026 |
| Kimberly Mullins Dahnke | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jun 22, 2026 | Jun 18, 2026 |
| Grant Douglas Simmons | Edward Jones national BD | Bok Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Jun 22, 2026 | Jun 22, 2026 |
| Jason Bertino | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 22, 2026 | Jun 18, 2026 |
| Daniel Paul Boehm | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 18, 2026 | Jun 17, 2026 |
| Christopher G Pfau | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 18, 2026 | Jun 17, 2026 |
| Robert Marques Young | Edward Jones national BD | Newedge Advisors BD affiliated | Affiliated broker-dealer or bank to another | Jun 18, 2026 | Jun 17, 2026 |
| Steven Christopher Alyea | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Jun 17, 2026 | Jun 12, 2026 |
| Kimberly Anne Rice | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jun 17, 2026 | Jun 15, 2026 |
| Karley Marie Wardlow | Edward Jones national BD | Kerberrose Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 17, 2026 | Jun 18, 2026 |
| Ashley G Pearson | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 17, 2026 | Jun 12, 2026 |
| Nicholas Scott Lewis | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jun 16, 2026 | Jun 15, 2026 |
| Victoria Wildhaber | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 16, 2026 | Jun 15, 2026 |
| Warren Kevin Neaves | Edward Jones national BD | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Jun 16, 2026 | Jun 15, 2026 |
| Thomas J Mullooly | Edward Jones national BD | UBS Financial Services Inc. wirehouse | Affiliated broker-dealer or bank to wirehouse | Jun 15, 2026 | Jun 12, 2026 |
| Kristen Kyser | Edward Jones national BD | State Farm Investment Management Corp. asset manager | Other | Jun 15, 2026 | Aug 19, 2026 (65 d) |
| Pedro Sergio Chavez | Edward Jones national BD | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 13, 2026 | Jul 2, 2026 |
| Kyle M Semrau | Edward Jones national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Jun 13, 2026 | Jul 16, 2026 (33 d) |
| William Vickers | Edward Jones national BD | Truist Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 13, 2026 | Jul 21, 2026 (38 d) |
| Jonathan Vergara | Edward Jones national BD | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Jun 13, 2026 | Jun 26, 2026 |
| James Meier | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 12, 2026 | Jun 11, 2026 |
| Sean Elwood Hagerman | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 12, 2026 | Jun 11, 2026 |
| Kyle Harlow | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jun 12, 2026 | Jun 11, 2026 |
| Corrine Elizabeth Novak | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 12, 2026 | Jun 11, 2026 |
| Michael Jared Frandsen | Edward Jones national BD | Kestra Private Wealth Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 12, 2026 | Jun 11, 2026 |
| Eric K Dizon | Edward Jones national BD | Providence Financial And Insurances, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 11, 2026 | Jun 30, 2026 |
| Philip Tse | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 11, 2026 | Jun 8, 2026 |
| Aaron Chung | Edward Jones national BD | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Jun 11, 2026 | Jun 10, 2026 |
| Deaunna Thomas | Edward Jones national BD | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Jun 11, 2026 | Jun 12, 2026 |
| Kenneth Poole | Edward Jones national BD | Empower Advisory Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 11, 2026 | Jun 26, 2026 |
| Shantaya Cowan | Edward Jones national BD | Summitry, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 10, 2026 | Jun 22, 2026 |
| Gabriel Nelson | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 8, 2026 | Jun 5, 2026 |
| Jess Cole Law | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 8, 2026 | Jun 5, 2026 |
10,459 moves match.