DFX Intelligence
RIA Intelligence
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 |
|---|---|---|---|---|---|
| Sirisha S Davuluri | Edward Jones national BD | Principal Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 11, 2026 | Apr 6, 2026 (54 d) |
| Marguerite Jordan Berizzi | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 10, 2026 | Feb 9, 2026 |
| Nancy L Haufler | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Feb 10, 2026 | Feb 4, 2026 |
| Taylor Carlson | Edward Jones national BD | Liberty Point Financial LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Feb 10, 2026 | May 20, 2026 (99 d) |
| Kelly Derer | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Feb 9, 2026 | Feb 6, 2026 |
| Chrissy Nguyen | Edward Jones national BD | Independent Financial Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 9, 2026 | Feb 9, 2026 |
| Ryan Trout | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 9, 2026 | Mar 26, 2026 (45 d) |
| Jared Dull | Edward Jones national BD | Otium Wealth Management state registered | Affiliated broker-dealer or bank to a state-registered adviser | Feb 9, 2026 | Feb 6, 2026 |
| Christopher Scaduto | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Feb 9, 2026 | Mar 16, 2026 (35 d) |
| Hannah C Held | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 9, 2026 | Jun 22, 2026 (133 d) |
| Allan Sherwood | Edward Jones national BD | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 6, 2026 | Mar 16, 2026 (38 d) |
| Brian Arturo Dominguez | Edward Jones national BD | Usaa Investment Services Company no RAUM | Other | Feb 6, 2026 | May 28, 2026 (111 d) |
| Ladonna Renee Crowder | Edward Jones national BD | Transamerica Retirement Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 6, 2026 | Mar 16, 2026 (38 d) |
| Michael D Starr | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Feb 5, 2026 | Feb 4, 2026 |
| Dionne Loney | Edward Jones national BD | Advice And Planning Services BD affiliated | Affiliated broker-dealer or bank to another | Feb 5, 2026 | Apr 24, 2026 (78 d) |
| Jarrell M Legagneur | Edward Jones national BD | LPL Enterprise, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 5, 2026 | Mar 23, 2026 (46 d) |
| James David Fendrick | Edward Jones national BD | Huntleigh Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 4, 2026 | Feb 10, 2026 |
| Andrew D Waters | Edward Jones national BD | Sei Investments Management Corp mixed wealth | Affiliated broker-dealer or bank to independent RIA | Feb 4, 2026 | Feb 27, 2026 |
| Richard Allen Sandman | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Feb 2, 2026 | Jan 30, 2026 |
| David Sampson Coleman | Edward Jones national BD | Concurrent Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 2, 2026 | Jan 30, 2026 |
| Mary Kathryn Tarczynski | Edward Jones national BD | Cambridge Investment Research Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jan 30, 2026 | May 18, 2026 (108 d) |
| Taylor Baloney | Edward Jones national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Jan 30, 2026 | Mar 16, 2026 (45 d) |
| Maggie Ruetz | Edward Jones national BD | Empower Advisory Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 30, 2026 | Apr 29, 2026 (89 d) |
| Simeon Joseph Hill | Edward Jones national BD | Vanguard Advisers, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jan 29, 2026 | Feb 20, 2026 |
| Gabriel Thomas Rockers | Edward Jones national BD | Principal Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jan 28, 2026 | Apr 1, 2026 (63 d) |
| Joseph James Wind | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jan 28, 2026 | Jan 27, 2026 |
| Wayne Frederick Wildrick | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Jan 26, 2026 | Jan 26, 2026 |
| Thaddeus L Watkins | Edward Jones national BD | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Jan 26, 2026 | Jan 23, 2026 |
| Seth Parker Bosch | Edward Jones national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Jan 26, 2026 | Feb 5, 2026 |
| Joseph Santiago Ayala | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jan 26, 2026 | Jan 23, 2026 |
| Gregory Lorenza Dempsey | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Jan 26, 2026 | Jan 23, 2026 |
| Brent Kelley | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Jan 25, 2026 | Jan 20, 2026 |
| Elizabeth Kelly Moore | Edward Jones national BD | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Jan 25, 2026 | Feb 10, 2026 |
| Tracy Morehead | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Jan 25, 2026 | Jan 16, 2026 |
| Kyle Anthony Reid | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Jan 25, 2026 | Jan 16, 2026 |
| Alexander Miranda | Edward Jones national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Jan 25, 2026 | Jan 15, 2026 |
| Kent E Sisco | Edward Jones national BD | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 23, 2026 | Jan 22, 2026 |
| Andrew William Shaw | Edward Jones national BD | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Jan 23, 2026 | Jan 23, 2026 |
| Majdi Fayad Khatib | Edward Jones national BD | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Jan 23, 2026 | Jan 23, 2026 |
| Jennifer Michelle Fernjack | Edward Jones national BD | RBC Capital Markets, LLC national BD | Affiliated broker-dealer or bank to another | Jan 22, 2026 | Jan 8, 2026 |
| Brandon Giorgetta | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 21, 2026 | Jan 20, 2026 |
| Michael Jon Lewis | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 21, 2026 | Jan 20, 2026 |
| Troy Prober | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 21, 2026 | Jan 20, 2026 |
| Kenneth Hopkins | Edward Jones national BD | First Command Advisory Services BD affiliated | Affiliated broker-dealer or bank to another | Jan 20, 2026 | Jan 19, 2026 |
| Scott A. Eastman | Edward Jones national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Jan 20, 2026 | Jan 23, 2026 |
| Michellay Crawford | Edward Jones national BD | State Farm Investment Management Corp. asset manager | Other | Jan 20, 2026 | Jan 26, 2026 |
| Robert Leon Shelton | Edward Jones national BD | Kingsview Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 19, 2026 | Jan 16, 2026 |
| Kristopher Angelo Klontzaris | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 19, 2026 | Jan 16, 2026 |
| Robert Ray Wisneski | Edward Jones national BD | Fifth Third Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jan 16, 2026 | Jan 16, 2026 |
| Kentecia Andrea King | Edward Jones national BD | Charles Schwab & Co., Inc. national BD | Affiliated broker-dealer or bank to another | Jan 16, 2026 | Feb 3, 2026 |
| Jonas Hughey Reid | Edward Jones national BD | Fifth Third Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jan 16, 2026 | Jan 16, 2026 |
| Joshua Edward Singer | Edward Jones national BD | South Shore Investment Services LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 16, 2026 | Jan 27, 2026 |
| Kathleen Diane Toschi | Edward Jones national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jan 16, 2026 | Jan 15, 2026 |
| Brandi Nicole Blaylock | Edward Jones national BD | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jan 16, 2026 | Jan 15, 2026 |
| Christopher Campbell | Edward Jones national BD | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Jan 16, 2026 | Jan 15, 2026 |
| Ethan Stonebraker Willis | Edward Jones national BD | Vanguard Advisers, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jan 16, 2026 | Feb 5, 2026 |
| Christa Breeann Miller | Edward Jones national BD | Equitable Advisors, LLC national BD | Affiliated broker-dealer or bank to another | Jan 16, 2026 | Feb 4, 2026 |
| Christopher James Wilson | Edward Jones national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Jan 16, 2026 | Jan 23, 2026 |
| Austin Schattenberg | Edward Jones national BD | Principal Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jan 16, 2026 | Jan 8, 2026 |
| Jodi Scott | Edward Jones national BD | State Farm Investment Management Corp. asset manager | Other | Jan 16, 2026 | Feb 13, 2026 |
10,459 moves match.