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 |
|---|---|---|---|---|---|
| Joshua Andrew Schachner | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | May 4, 2026 | Apr 30, 2026 |
| Rachal Tate | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | May 4, 2026 | May 1, 2026 |
| Shikha Prashar | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | May 4, 2026 | May 1, 2026 |
| Thomas Drew Lick | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | May 4, 2026 | May 1, 2026 |
| Cecily Anthony | Edward Jones national BD | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 4, 2026 | May 1, 2026 |
| Simon John Tanner | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | May 4, 2026 | Apr 30, 2026 |
| Brian David Laurie | Edward Jones national BD | Green Peaks Planning state registered | Affiliated broker-dealer or bank to a state-registered adviser | May 4, 2026 | May 1, 2026 |
| Aaron Tucker | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | May 4, 2026 | Apr 29, 2026 |
| Nicholas Matthew Nemec | Edward Jones national BD | &Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | May 4, 2026 | May 1, 2026 |
| Gina Marie Humphries | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | May 4, 2026 | May 1, 2026 |
| Derek M Hannahs | Edward Jones national BD | Fifth Third Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 4, 2026 | May 1, 2026 |
| Eric Joel Agrimson | Edward Jones national BD | Cedrus Wealth Group independent RIA | Affiliated broker-dealer or bank to independent RIA | May 4, 2026 | May 1, 2026 |
| Paul J Shoji | Edward Jones national BD | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | May 4, 2026 | May 1, 2026 |
| James Michael Russell | Edward Jones national BD | Perennial Financial Services independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 30, 2026 | May 15, 2026 |
| Sunil Tumber | Edward Jones national BD | International Assets Investment Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 30, 2026 | May 21, 2026 |
| Thaddeus Michael Eubanks | Edward Jones national BD | International Assets Investment Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 30, 2026 | May 21, 2026 |
| Brandon Tyler Mcgrew | Edward Jones national BD | Principal Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 29, 2026 | Apr 28, 2026 |
| George Spivak | Edward Jones national BD | Charles Schwab & Co., Inc. national BD | Affiliated broker-dealer or bank to another | Apr 28, 2026 | Jun 1, 2026 (34 d) |
| Kyle A Singer | Edward Jones national BD | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 28, 2026 | Jun 9, 2026 (42 d) |
| Jadan Orgeron | Edward Jones national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 28, 2026 | May 7, 2026 |
| Albert Lazaro | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Apr 27, 2026 | Apr 24, 2026 |
| Shawn M. Johnson | Edward Jones national BD | Kingsview Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 27, 2026 | Apr 27, 2026 |
| Nevile Makau | Edward Jones national BD | Kingsview Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 27, 2026 | Apr 24, 2026 |
| Irena V Davydova Forquer | Edward Jones national BD | Navy Federal Investment Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 27, 2026 | Jun 5, 2026 (39 d) |
| Noah Robinson | Edward Jones national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 27, 2026 | Apr 24, 2026 |
| Brandon William Plemmons | Edward Jones national BD | Raymond James & Associates, Inc. national BD | Affiliated broker-dealer or bank to another | Apr 26, 2026 | Apr 15, 2026 |
| Lisa Tara Constant | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 24, 2026 | Apr 23, 2026 |
| Caleb Andrew Lawler | Edward Jones national BD | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 24, 2026 | May 8, 2026 |
| Jason Borland | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 22, 2026 | Apr 21, 2026 |
| Vi Tan Chan | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 21, 2026 | Apr 20, 2026 |
| Troy Alan Arthur | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Apr 21, 2026 | Apr 20, 2026 |
| Sharolyn A Williams | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 21, 2026 | Apr 20, 2026 |
| Gary Vestal | Edward Jones national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 20, 2026 | Jul 31, 2026 (102 d) |
| Michael Leo Jordan | Edward Jones national BD | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 20, 2026 | Apr 29, 2026 |
| Bernard Vincent Franko | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Apr 17, 2026 | Apr 16, 2026 |
| Leslie Carroll Smith II | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 17, 2026 | Apr 16, 2026 |
| Dakota M Boughton | Edward Jones national BD | Cambridge Investment Research Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 17, 2026 | Apr 16, 2026 |
| Garson Tanner Graham | Edward Jones national BD | Mariner Advisor Network BD affiliated | Affiliated broker-dealer or bank to another | Apr 17, 2026 | Apr 20, 2026 |
| Diego Diaz | Edward Jones national BD | U.S. Bancorp Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 16, 2026 | Apr 21, 2026 |
| Travis Kendall | Edward Jones national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 16, 2026 | Apr 24, 2026 |
| Elizabeth Ann Gill | Edward Jones national BD | Kingsview Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 15, 2026 | Jul 6, 2026 (82 d) |
| Alexandru Cojocaru | Edward Jones national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 15, 2026 | Apr 23, 2026 |
| Denise Delaney | Edward Jones national BD | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Apr 14, 2026 | Apr 21, 2026 |
| Christoph Stadler | Edward Jones national BD | Sanctuary Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 14, 2026 | Apr 17, 2026 |
| Gregg Edward Janke | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Apr 13, 2026 | Apr 10, 2026 |
| Andrew James Butler | Edward Jones national BD | Kingsview Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 13, 2026 | Apr 14, 2026 |
| Justin Alan Cole | Edward Jones national BD | Kingsview Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 13, 2026 | Apr 10, 2026 |
| Toril Ashton Mcguigan | Edward Jones national BD | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 13, 2026 | Apr 9, 2026 |
| Grace Anne Timmers | Edward Jones national BD | Kingsview Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 13, 2026 | Apr 21, 2026 |
| Jack Sklar | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Apr 13, 2026 | Apr 10, 2026 |
| Paul W Meyer | Edward Jones national BD | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 13, 2026 | Apr 13, 2026 |
| Kathleen Jo Scholz | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 10, 2026 | May 27, 2026 (47 d) |
| Dianna Marie Steen Knudsen | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Apr 10, 2026 | Apr 9, 2026 |
| Charlie Edward Santos | Edward Jones national BD | Oppenheimer & Co. Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 10, 2026 | May 18, 2026 (38 d) |
| Bryan A Hale | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 9, 2026 | Apr 8, 2026 |
| Randall James Murray | Edward Jones national BD | Vanguard Advisers, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 9, 2026 | Jun 16, 2026 (68 d) |
| Dwight H Cates | Edward Jones national BD | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 8, 2026 | Apr 7, 2026 |
| Stephen Daniel Gerger | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Apr 8, 2026 | Apr 1, 2026 |
| Luke Edward Campbell | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Apr 8, 2026 | Apr 7, 2026 |
| Cole Kendrick | Edward Jones national BD | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 8, 2026 | Apr 17, 2026 |
10,459 moves match.