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 |
|---|---|---|---|---|---|
| David E Behar | Edward Jones national BD | Keystone Fiduciary Financial Planning And Tax Advisory state registered | Affiliated broker-dealer or bank to a state-registered adviser | Mar 9, 2026 | Mar 6, 2026 |
| Amy Rachelle Wrightson | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Mar 9, 2026 | Mar 6, 2026 |
| Joshua Anthony Chadwick | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Mar 9, 2026 | Mar 6, 2026 |
| Paul Jason Musilli | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Mar 9, 2026 | Mar 6, 2026 |
| Mark P Krystyn | Edward Jones national BD | Facet independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 9, 2026 | Mar 20, 2026 |
| Lynette Kontkanen | Edward Jones national BD | Spc BD affiliated | Affiliated broker-dealer or bank to another | Mar 9, 2026 | Mar 6, 2026 |
| Christian Christopher Yates | Edward Jones national BD | First Command Advisory Services BD affiliated | Affiliated broker-dealer or bank to another | Mar 6, 2026 | Jul 22, 2026 (138 d) |
| Thomas Dwight Palomares | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Mar 6, 2026 | Mar 5, 2026 |
| Bridger Dawson | Edward Jones national BD | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 6, 2026 | Mar 19, 2026 |
| Sandra A Larson | Edward Jones national BD | Td Private Client Wealth LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 6, 2026 | Jul 21, 2026 (137 d) |
| Daniel Jonas Meyer | Edward Jones national BD | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 6, 2026 | Jul 6, 2026 (122 d) |
| Kamar Plunkett | Edward Jones national BD | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 5, 2026 | Mar 2, 2026 |
| Gina N Mauller | Edward Jones national BD | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Mar 5, 2026 | Mar 4, 2026 |
| Sharamaurice Thomas | Edward Jones national BD | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 5, 2026 | Mar 2, 2026 |
| Donald Ray Pittman | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 5, 2026 | Apr 10, 2026 (36 d) |
| Jacob Montano | Edward Jones national BD | Scs independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 5, 2026 | May 12, 2026 (68 d) |
| Robert Allan Engleman | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Mar 4, 2026 | Mar 3, 2026 |
| Gabriela Vizuet | Edward Jones national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Mar 3, 2026 | Mar 5, 2026 |
| Derek Ryan Lussier | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 3, 2026 | Mar 2, 2026 |
| David Scott Stentz | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 3, 2026 | Apr 20, 2026 (48 d) |
| Shirley I Willis | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 2, 2026 | Mar 23, 2026 |
| Shayla Rose Cloutier | Edward Jones national BD | Mariner Advisor Network BD affiliated | Affiliated broker-dealer or bank to another | Mar 2, 2026 | Mar 12, 2026 |
| Russell David Austin | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Mar 2, 2026 | Feb 27, 2026 |
| Matthew Fliss | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 27, 2026 | Feb 26, 2026 |
| Jordan Richard Smith | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 27, 2026 | Feb 26, 2026 |
| Eduardo Saenz Cano | Edward Jones national BD | Kestra Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 27, 2026 | Jul 28, 2026 (151 d) |
| Reece Alan Nichols | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Feb 26, 2026 | Mar 9, 2026 |
| Ryan Henry Monroe | Edward Jones national BD | Empower Advisory Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 26, 2026 | Mar 16, 2026 |
| Adam J Klumb | Edward Jones national BD | Missionsquare Retirement BD affiliated | Affiliated broker-dealer or bank to another | Feb 26, 2026 | Mar 11, 2026 |
| Corey Legrand Harding | Edward Jones national BD | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Feb 26, 2026 | Jun 9, 2026 (103 d) |
| Angela Woodhead | Edward Jones national BD | Sound Income Strategies, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 26, 2026 | Mar 17, 2026 |
| Conan Francis Ward | Edward Jones national BD | Kingsview Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 25, 2026 | Feb 20, 2026 |
| Francois Roger Bigot | Edward Jones national BD | Investor Fan independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 25, 2026 | Feb 23, 2026 |
| Brent Voeller | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 25, 2026 | Feb 20, 2026 |
| Joshua Benjamin Dees | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Feb 25, 2026 | Feb 22, 2026 |
| Jennifer Dees | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Feb 25, 2026 | Feb 22, 2026 |
| James Joseph Thomure | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Feb 24, 2026 | Feb 20, 2026 |
| Brian Michael Sears | Edward Jones national BD | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 24, 2026 | Mar 31, 2026 (35 d) |
| Roy David Gawlick | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 24, 2026 | Feb 23, 2026 |
| Koreen Ann Wallis | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 23, 2026 | Mar 31, 2026 (36 d) |
| John Thomas Sherrill | Edward Jones national BD | Elevatus Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 23, 2026 | Jun 4, 2026 (101 d) |
| Matthew Elliott Henry | Edward Jones national BD | Topsail Wealth Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 23, 2026 | Mar 6, 2026 |
| Brandy Nicole Friend | Edward Jones national BD | Kestra Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 23, 2026 | May 1, 2026 (67 d) |
| Elizabeth Elswick | Edward Jones national BD | Elswick Investments LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Feb 20, 2026 | Feb 20, 2026 |
| Jonathan Lien | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 20, 2026 | Feb 19, 2026 |
| Kelly L Davis | Edward Jones national BD | Transamerica Retirement Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 18, 2026 | Mar 19, 2026 |
| Dylan Scott Williams | Edward Jones national BD | Lido independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 18, 2026 | Feb 19, 2026 |
| Zachary Allen Ross | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 18, 2026 | Feb 17, 2026 |
| Chad Alton Smith | Edward Jones national BD | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Feb 18, 2026 | Feb 18, 2026 |
| Thomas Vincent Minuto | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Feb 17, 2026 | Feb 17, 2026 |
| Amanda Talbot Adams | Edward Jones national BD | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 17, 2026 | Feb 19, 2026 |
| Sara Katherine Kleihauer | Edward Jones national BD | Mma Securities LLC no RAUM | Other | Feb 16, 2026 | Mar 13, 2026 |
| Christopher Edward Korinek | Edward Jones national BD | The Wealth Consulting Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 13, 2026 | Feb 12, 2026 |
| Jordan Leigh Cantrell | Edward Jones national BD | Kestra Private Wealth Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 13, 2026 | Feb 12, 2026 |
| Brent Douglas Tiemeyer | Edward Jones national BD | Raymond James & Associates, Inc. national BD | Affiliated broker-dealer or bank to another | Feb 13, 2026 | Feb 12, 2026 |
| Robert Clifton Fell | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 13, 2026 | Mar 5, 2026 |
| Poonnasa Corn | Edward Jones national BD | Compass Wealth independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 12, 2026 | Feb 27, 2026 |
| Sabrina Carlson | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 12, 2026 | Feb 11, 2026 |
| Juhee Tejaskumar Patel | Edward Jones national BD | Virtue Wealth Management state registered | Affiliated broker-dealer or bank to a state-registered adviser | Feb 12, 2026 | May 1, 2026 (78 d) |
| Apolonio Hamilton Gonzales | Edward Jones national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Feb 11, 2026 | Feb 2, 2026 |
10,459 moves match.