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 |
|---|---|---|---|---|---|
| Nathaniel Ray Peoples | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 8, 2026 | Apr 1, 2026 |
| Christopher Lynch | Edward Jones national BD | Empower Advisory Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 8, 2026 | May 20, 2026 (42 d) |
| Andrew Ibeh | Edward Jones national BD | Thrivent Investment Management Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 8, 2026 | Jun 15, 2026 (68 d) |
| Joseph W. Whitfield | Edward Jones national BD | LPL Enterprise, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 7, 2026 | Jun 10, 2026 (64 d) |
| Mark Chalem | Edward Jones national BD | Independent Wealth Network, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 7, 2026 | May 4, 2026 |
| Whitney Rae Jelinek | Edward Jones national BD | Lincoln Investment independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 7, 2026 | Apr 27, 2026 |
| Jeffrey Warren Sinclair | Edward Jones national BD | Perennial Financial Services independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 7, 2026 | Apr 6, 2026 |
| Kevin Campbell Oliver King | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Apr 6, 2026 | Apr 2, 2026 |
| Jordan A Sullivan | Edward Jones national BD | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 6, 2026 | Apr 2, 2026 |
| Jordan Johnson | Edward Jones national BD | Cambridge Investment Research Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 1, 2026 | May 19, 2026 (48 d) |
| Michael C Byrnes | Edward Jones national BD | LPL Enterprise, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 31, 2026 | Mar 30, 2026 |
| Jeramy Woods | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 31, 2026 | Mar 30, 2026 |
| Dominick A Chicago | Edward Jones national BD | Ae Wealth Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 31, 2026 | Apr 16, 2026 |
| Samantha Jean Nelson | Edward Jones national BD | The Oak Ridge Financial Services Group, Inc independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 31, 2026 | Apr 7, 2026 |
| Brittany Michelle Kohnke | Edward Jones national BD | Acrylic Financial, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 31, 2026 | May 8, 2026 (38 d) |
| James Tyrone Elias | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 30, 2026 | Mar 27, 2026 |
| Drew David Howard | Edward Jones national BD | Principal Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 30, 2026 | Mar 30, 2026 |
| Justin Wayne Pafford | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Mar 30, 2026 | Mar 27, 2026 |
| Glenn Reid Quattlebaum | Edward Jones national BD | &Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 30, 2026 | Mar 27, 2026 |
| Phillip Evans Gilbert | Edward Jones national BD | &Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 30, 2026 | Mar 27, 2026 |
| Jonathan Scott Johnson | Edward Jones national BD | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 30, 2026 | Mar 27, 2026 |
| Dwayne James Lapointe | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Mar 30, 2026 | Mar 27, 2026 |
| Gabriel Mbulo | Edward Jones national BD | Raymond James & Associates, Inc. national BD | Affiliated broker-dealer or bank to another | Mar 27, 2026 | Mar 26, 2026 |
| Reed Terry | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 27, 2026 | Mar 26, 2026 |
| Douglas Esterly | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 27, 2026 | Mar 26, 2026 |
| Kyle Allain | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 27, 2026 | Mar 26, 2026 |
| Dustin R Kazmar | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 26, 2026 | Mar 25, 2026 |
| Joshua Lorenzo Newett | Edward Jones national BD | Vanguard Advisers, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 26, 2026 | May 19, 2026 (54 d) |
| Adam Schrader | Edward Jones national BD | Thrivent Investment Management Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 24, 2026 | Apr 2, 2026 |
| Robert Edgar Smith | Edward Jones national BD | Newedge Advisors BD affiliated | Affiliated broker-dealer or bank to another | Mar 24, 2026 | Apr 24, 2026 (31 d) |
| Cody Jess | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 24, 2026 | Mar 23, 2026 |
| Thomas Murray Kelly | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Mar 23, 2026 | Mar 20, 2026 |
| Brent Thomas Bordenkircher | Edward Jones national BD | Kingsview Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 23, 2026 | Mar 20, 2026 |
| Allen Edward Dunahoo | Edward Jones national BD | Fiscal Wisdom Wealth Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 23, 2026 | Mar 23, 2026 |
| Thomas Andrew Oberg | Edward Jones national BD | Janney Montgomery Scott LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 23, 2026 | Mar 20, 2026 |
| Halee Rose Dickinson | Edward Jones national BD | Transamerica Retirement Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 23, 2026 | Apr 13, 2026 |
| Adam Zielske | Edward Jones national BD | Sanctuary Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 23, 2026 | Mar 26, 2026 |
| Carmen Jean Richards | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 20, 2026 | Mar 24, 2026 |
| Gabriel S Rodgers | Edward Jones national BD | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 20, 2026 | Mar 24, 2026 |
| Krystal M Massey | Edward Jones national BD | Cambridge Investment Research Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 19, 2026 | Mar 17, 2026 |
| Cory William Lobell | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 19, 2026 | Mar 19, 2026 |
| Zulma Petty | Edward Jones national BD | Uptick Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 19, 2026 | Mar 18, 2026 |
| William Shallenberger | Edward Jones national BD | Valic Financial Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 19, 2026 | Apr 13, 2026 |
| Vanessa Anne Colburn | Edward Jones national BD | Cambridge Investment Research Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 18, 2026 | Mar 17, 2026 |
| Duc Nguyen | Edward Jones national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Mar 18, 2026 | Jun 1, 2026 (75 d) |
| Thomas Scott Bevington | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 17, 2026 | Mar 16, 2026 |
| Benjamin Pecora | Edward Jones national BD | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 16, 2026 | Mar 13, 2026 |
| Adam R Waller | Edward Jones national BD | Register Financial Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 16, 2026 | Mar 4, 2026 |
| Garrett Foran | Edward Jones national BD | Raymond James & Associates, Inc. national BD | Affiliated broker-dealer or bank to another | Mar 16, 2026 | Jul 29, 2026 (135 d) |
| Paul Krepinski | Edward Jones national BD | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Mar 15, 2026 | Mar 12, 2026 |
| Derek M Wagner | Edward Jones national BD | Moneta Group Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 15, 2026 | Mar 17, 2026 |
| Michael Warren Meeks | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Mar 13, 2026 | Mar 12, 2026 |
| Alister K Chick | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Mar 13, 2026 | Mar 12, 2026 |
| Robert Edward Huett | Edward Jones national BD | Portside Wealth Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 13, 2026 | Apr 1, 2026 |
| Carl Campbell | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 13, 2026 | May 8, 2026 (56 d) |
| Bhaskar Patalapati | Edward Jones national BD | Charles Schwab & Co., Inc. national BD | Affiliated broker-dealer or bank to another | Mar 13, 2026 | Mar 18, 2026 |
| Erly Cornejo | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 12, 2026 | Mar 11, 2026 |
| Jennifer Lewis-Gravelle | Edward Jones national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Mar 11, 2026 | Mar 25, 2026 |
| Benjamin Allan Salaba | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 11, 2026 | Mar 9, 2026 |
| Robert Alan Pope | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 10, 2026 | Mar 9, 2026 |
10,459 moves match.