DFX 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 |
|---|---|---|---|---|---|
| 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 |
| Robert Halbert | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Jan 15, 2026 | Jan 20, 2026 |
| Brooke Bobo | Edward Jones national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Jan 15, 2026 | Jan 23, 2026 |
| Carol Jane Vanderdys | Edward Jones national BD | Eagle Strategies LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 14, 2026 | May 19, 2026 (125 d) |
| Thomas Wayne Perkins | Edward Jones national BD | Thurston Springer Advisors BD affiliated | Affiliated broker-dealer or bank to another | Jan 13, 2026 | Jan 12, 2026 |
| Nathan Todd Lowther | Edward Jones national BD | Premier Wealth Partners, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Jan 12, 2026 | Jan 9, 2026 |
| Laura C. Olson | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Jan 12, 2026 | Jan 21, 2026 |
| Brian Lee Gremminger | Edward Jones national BD | Kingsview Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 12, 2026 | Jan 9, 2026 |
| James Roscoe Womack | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Jan 12, 2026 | Jan 9, 2026 |
| Jonathan Eric Alberts | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Jan 12, 2026 | Jan 9, 2026 |
| Lucas C Robertson | Edward Jones national BD | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 12, 2026 | Jan 14, 2026 |
| Michael Santino | Edward Jones national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Jan 12, 2026 | Feb 23, 2026 (42 d) |
| Dennis E Nelson | Edward Jones national BD | Lincoln Investment independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 9, 2026 | Feb 13, 2026 (35 d) |
| Gregory Van Pass | Edward Jones national BD | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Jan 9, 2026 | Jan 8, 2026 |
| Judah Rubin | Edward Jones national BD | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Jan 9, 2026 | Feb 9, 2026 (31 d) |
| Dane M Braunecker | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 9, 2026 | Jan 8, 2026 |
| Pamela K Smith | Edward Jones national BD | RBC Capital Markets, LLC national BD | Affiliated broker-dealer or bank to another | Jan 9, 2026 | Mar 20, 2026 (70 d) |
| Nyshea Holloday | Edward Jones national BD | Valic Financial Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jan 9, 2026 | Apr 9, 2026 (90 d) |
| Jeffery Donahou | Edward Jones national BD | Transamerica Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 9, 2026 | Apr 29, 2026 (110 d) |
| Kevin Matthew Smith | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 8, 2026 | Feb 3, 2026 |
| Tami M Christian | Edward Jones national BD | State Farm Investment Management Corp. asset manager | Other | Jan 8, 2026 | May 21, 2026 (133 d) |
| Brandon R Oing | Edward Jones national BD | Integrated Wealth Management, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 6, 2026 | Jan 16, 2026 |
| Katherine Carmichael Morosani | Edward Jones national BD | Sharp Financial independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 6, 2026 | Feb 20, 2026 (45 d) |
| Isaac Mccabe | Edward Jones national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Jan 6, 2026 | Jan 8, 2026 |
| Nicholas Richard Menzies | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Jan 6, 2026 | Jan 5, 2026 |
| Connor Anderson | Edward Jones national BD | Stratos Wealth Partners, Ltd BD affiliated | Affiliated broker-dealer or bank to another | Jan 6, 2026 | Jan 6, 2026 |
| William Heird | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Jan 6, 2026 | Jan 6, 2026 |
| Jamie Lee Wood | Edward Jones national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Jan 5, 2026 | Jan 26, 2026 |
| Samuel Hobbs Bird | Edward Jones national BD | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Jan 5, 2026 | Feb 11, 2026 (37 d) |
| James A Mahoney | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 5, 2026 | Mar 31, 2026 (85 d) |
| Jonathan Carter | Edward Jones national BD | Charles Schwab & Co., Inc. national BD | Affiliated broker-dealer or bank to another | Dec 26, 2025 | Feb 12, 2026 (48 d) |
| Courtney Allison Coombs | Edward Jones national BD | Esi Financial Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 26, 2025 | Jan 9, 2026 |
| Sasha Mcginn | Edward Jones national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Dec 26, 2025 | Jan 7, 2026 |
| Sang Hoang Du | Edward Jones national BD | Schwab Wealth Advisory, Inc. no RAUM | Other | Dec 23, 2025 | Jan 15, 2026 |
| Hearne Mitchell Harralson | Edward Jones national BD | Robert W. Baird & Co. Incorporated mixed wealth | Affiliated broker-dealer or bank to independent RIA | Dec 23, 2025 | Dec 22, 2025 |
| Chung Suen | Edward Jones national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Dec 23, 2025 | Jan 9, 2026 |
| Darius Releford | Edward Jones national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Dec 23, 2025 | Jan 27, 2026 (35 d) |
| Garrett Alexander Kent | Edward Jones national BD | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Dec 22, 2025 | Jan 26, 2026 (35 d) |
| Steven Katz | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Dec 19, 2025 | Dec 18, 2025 |
| Craig Roy | Edward Jones national BD | LPL Enterprise, LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 19, 2025 | Mar 23, 2026 (94 d) |
| Bruce A Shay | Edward Jones national BD | Empower Advisory Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 18, 2025 | Jan 9, 2026 |
| Brent D Griffin | Edward Jones national BD | Spire Wealth Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 17, 2025 | Mar 3, 2026 (76 d) |
| Adara Amelinda Johnson | Edward Jones national BD | Advice And Planning Services BD affiliated | Affiliated broker-dealer or bank to another | Dec 16, 2025 | Jan 15, 2026 |
| Daniel Evan Whitley | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Dec 15, 2025 | Dec 15, 2025 |
| Kinnan Sean Seamster | Edward Jones national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Dec 15, 2025 | Dec 12, 2025 |
| Courtney Obrist | Edward Jones national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Dec 15, 2025 | Jan 2, 2026 |
| Paul Bechtelheimer | Edward Jones national BD | Anchored Financial Planning LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Dec 13, 2025 | Dec 5, 2025 |
| Adam Evan Bornstein | Edward Jones national BD | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 11, 2025 | Jan 14, 2026 (34 d) |
| Pedro Franco | Edward Jones national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Dec 11, 2025 | Dec 15, 2025 |
| Randall C Robichaud | Edward Jones national BD | Equitable Advisors, LLC national BD | Affiliated broker-dealer or bank to another | Dec 11, 2025 | Dec 10, 2025 |
| Aidan Glynn | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 11, 2025 | Dec 10, 2025 |
| Ethan S Donahue | Edward Jones national BD | Integrity Advisory Solutions independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 11, 2025 | Feb 2, 2026 (53 d) |
| Patrick F Zamkin | Edward Jones national BD | LPL Enterprise, LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 10, 2025 | Mar 9, 2026 (89 d) |
| Thomas Joseph Lucas | Edward Jones national BD | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Dec 10, 2025 | Dec 11, 2025 |
| Jon Fredrick Murdock | Edward Jones national BD | Navy Federal Investment Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 10, 2025 | Jan 9, 2026 |
| Christopher J Desimone | Edward Jones national BD | Stratos Wealth Partners, Ltd BD affiliated | Affiliated broker-dealer or bank to another | Dec 10, 2025 | Apr 13, 2026 (124 d) |
| Zupei Yu | Edward Jones national BD | Schwab Wealth Advisory, Inc. no RAUM | Other | Dec 10, 2025 | Jan 7, 2026 |
| Steven Shumpert | Edward Jones national BD | Strategic Advisers LLC national BD | Affiliated broker-dealer or bank to another | Dec 10, 2025 | May 13, 2026 (154 d) |
| Luis Ponce | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 9, 2025 | Dec 8, 2025 |
10,461 moves match.