DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Benjamin F. Edwards & Company, Incorporated
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 |
|---|---|---|---|---|---|
| Samuel Charles Smeed | Cetera Investment Advisers LLC BD affiliated | Benjamin F. Edwards & Company, Incorporated BD affiliated | Affiliated broker-dealer or bank to another | Sep 5, 2024 | Jul 1, 2024 |
| Melissa Marie Watson | Wells Fargo Advisors wirehouse | Benjamin F. Edwards & Company, Incorporated BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 22, 2024 | Aug 15, 2024 |
| Jeffrey Alan Seeman | Colliers Securities LLC independent RIA | Benjamin F. Edwards & Company, Incorporated BD affiliated | RIA to affiliated broker-dealer or bank | Jul 11, 2024 | Jul 10, 2024 |
| George B Lee | Ameriprise Financial Services, LLC national BD | Benjamin F. Edwards & Company, Incorporated BD affiliated | Affiliated broker-dealer or bank to another | Jul 8, 2024 | Jun 27, 2024 |
| Fajkon Frank Djonbalaj | Ameriprise Financial Services, LLC national BD | Benjamin F. Edwards & Company, Incorporated BD affiliated | Affiliated broker-dealer or bank to another | Jul 2, 2024 | Jun 27, 2024 |
| Daniel Thomas Miller | Wells Fargo Investment Institute, Inc. independent RIA | Benjamin F. Edwards & Company, Incorporated BD affiliated | RIA to affiliated broker-dealer or bank | Jun 20, 2024 | Jun 26, 2024 |
| Anne Mccarver | Wells Fargo Advisors wirehouse | Benjamin F. Edwards & Company, Incorporated BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 31, 2024 | Jun 3, 2024 |
| James A Tollefson | Wells Fargo Advisors wirehouse | Benjamin F. Edwards & Company, Incorporated BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 29, 2024 | May 23, 2024 |
| Eric Christopher Brown | Wells Fargo Advisors wirehouse | Benjamin F. Edwards & Company, Incorporated BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 29, 2024 | May 23, 2024 |
| Stacey Wiegand Tollefson | Wells Fargo Advisors wirehouse | Benjamin F. Edwards & Company, Incorporated BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 29, 2024 | May 23, 2024 |
| Michele Mehrtens | Stifel, Nicolaus & Company, Incorporated national BD | Benjamin F. Edwards & Company, Incorporated BD affiliated | Affiliated broker-dealer or bank to another | May 24, 2024 | May 16, 2024 |
| David Harry Lambert | Wells Fargo Advisors wirehouse | Benjamin F. Edwards & Company, Incorporated BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 15, 2024 | May 16, 2024 |
| Shawn Lambert | Wells Fargo Advisors wirehouse | Benjamin F. Edwards & Company, Incorporated BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 15, 2024 | May 16, 2024 |
| Christopher M Meers | Charles Schwab & Co., Inc. national BD | Benjamin F. Edwards & Company, Incorporated BD affiliated | Affiliated broker-dealer or bank to another | Apr 24, 2024 | May 13, 2025 (384 d) |
| Courtney E Lach | Morgan Stanley wirehouse | Benjamin F. Edwards & Company, Incorporated BD affiliated | Wirehouse to affiliated broker-dealer or bank | Feb 27, 2024 | Feb 26, 2024 |
| Victoria Anne Davis | Lexaurum Advisors independent RIA | Benjamin F. Edwards & Company, Incorporated BD affiliated | RIA to affiliated broker-dealer or bank | Feb 8, 2024 | Apr 19, 2024 (71 d) |
| David Norris Polhill | Core Values Wealth Management LLC unclassified | Benjamin F. Edwards & Company, Incorporated BD affiliated | Other | Nov 17, 2023 | Dec 12, 2023 |
| Alan D Gortmaker | Edward Jones national BD | Benjamin F. Edwards & Company, Incorporated BD affiliated | Affiliated broker-dealer or bank to another | Nov 6, 2023 | Nov 3, 2023 |
| Janiece Marie Saunders | Wells Fargo Advisors wirehouse | Benjamin F. Edwards & Company, Incorporated BD affiliated | Wirehouse to affiliated broker-dealer or bank | Oct 4, 2023 | Sep 21, 2023 |
| Sheryl Postema | Edward Jones national BD | Benjamin F. Edwards & Company, Incorporated BD affiliated | Affiliated broker-dealer or bank to another | Sep 4, 2023 | Oct 9, 2023 (35 d) |
| Christopher Thomas Hebel | Edward Jones national BD | Benjamin F. Edwards & Company, Incorporated BD affiliated | Affiliated broker-dealer or bank to another | Jul 18, 2023 | Jul 12, 2023 |
| Stafford Lee Gregory | Wells Fargo Advisors wirehouse | Benjamin F. Edwards & Company, Incorporated BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 29, 2023 | Jun 15, 2023 |
| William Wyatt Gregory | Wells Fargo Advisors wirehouse | Benjamin F. Edwards & Company, Incorporated BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 29, 2023 | Jun 15, 2023 |
| Rachel Victoria Kirkley | Wells Fargo Advisors wirehouse | Benjamin F. Edwards & Company, Incorporated BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 29, 2023 | Jun 15, 2023 |
| Aimee B Shouse | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Benjamin F. Edwards & Company, Incorporated BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 23, 2023 | May 19, 2023 |
| Richard Jason Rehg | Edward Jones national BD | Benjamin F. Edwards & Company, Incorporated BD affiliated | Affiliated broker-dealer or bank to another | Feb 22, 2023 | Feb 6, 2023 |
| Daniel Andrew Hedge | Wells Fargo Advisors wirehouse | Benjamin F. Edwards & Company, Incorporated BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jan 30, 2023 | Jan 26, 2023 |
| Robert Eugene Davis | Wells Fargo Advisors wirehouse | Benjamin F. Edwards & Company, Incorporated BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jan 25, 2023 | Jan 12, 2023 |
| David Michael Hansen | Edward Jones national BD | Benjamin F. Edwards & Company, Incorporated BD affiliated | Affiliated broker-dealer or bank to another | Oct 24, 2022 | Oct 21, 2022 |
| Christopher Jordan Hooker | Wells Fargo Advisors wirehouse | Benjamin F. Edwards & Company, Incorporated BD affiliated | Wirehouse to affiliated broker-dealer or bank | Oct 11, 2022 | Feb 13, 2023 (125 d) |
| Kirk A. Messett | Raymond James & Associates, Inc. national BD | Benjamin F. Edwards & Company, Incorporated BD affiliated | Affiliated broker-dealer or bank to another | Oct 6, 2022 | Sep 15, 2022 |
| Benjamin Joseph Burkemper | U.S. Bancorp Investments, Inc. BD affiliated | Benjamin F. Edwards & Company, Incorporated BD affiliated | Affiliated broker-dealer or bank to another | Sep 23, 2022 | Sep 27, 2022 |
| Joseph Patrick Pezzano | Wells Fargo Advisors wirehouse | Benjamin F. Edwards & Company, Incorporated BD affiliated | Wirehouse to affiliated broker-dealer or bank | Sep 20, 2022 | Sep 15, 2022 |
| Tiffany Ann Marie Kelly | Wells Fargo Advisors wirehouse | Benjamin F. Edwards & Company, Incorporated BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 30, 2022 | Dec 2, 2022 (94 d) |
| Stacy Marie O'Brien | Morgan Stanley wirehouse | Benjamin F. Edwards & Company, Incorporated BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 4, 2022 | Jul 25, 2022 |
| Dawn Renee Moscoe | Robert W. Baird & Co. Incorporated mixed wealth | Benjamin F. Edwards & Company, Incorporated BD affiliated | RIA to affiliated broker-dealer or bank | Jul 18, 2022 | Jul 13, 2022 |
| Margaret Marie Savage | Robert W. Baird & Co. Incorporated mixed wealth | Benjamin F. Edwards & Company, Incorporated BD affiliated | RIA to affiliated broker-dealer or bank | Jul 18, 2022 | Jul 13, 2022 |
| Gary Warren Detraz | Robert W. Baird & Co. Incorporated mixed wealth | Benjamin F. Edwards & Company, Incorporated BD affiliated | RIA to affiliated broker-dealer or bank | Jul 18, 2022 | Jul 13, 2022 |
| Brian J Todd | Wells Fargo Advisors wirehouse | Benjamin F. Edwards & Company, Incorporated BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 14, 2022 | Jul 14, 2022 |
| Leann Nicole Trampe | Charles Schwab & Co., Inc. national BD | Benjamin F. Edwards & Company, Incorporated BD affiliated | Affiliated broker-dealer or bank to another | Jul 8, 2022 | Jun 21, 2022 |
| Michael Libardi | Wells Fargo Advisors wirehouse | Benjamin F. Edwards & Company, Incorporated BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 6, 2022 | Jun 1, 2022 |
| Collin Lee Mccrary | Wells Fargo Advisors wirehouse | Benjamin F. Edwards & Company, Incorporated BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 23, 2022 | May 18, 2022 |
| Tyson Rex Pugh | Wells Fargo Advisors wirehouse | Benjamin F. Edwards & Company, Incorporated BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 23, 2022 | May 18, 2022 |
| Charles Henry Carson | Wells Fargo Advisors wirehouse | Benjamin F. Edwards & Company, Incorporated BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 23, 2022 | May 18, 2022 |
| Robert John Hoekstra | Stifel, Nicolaus & Company, Incorporated national BD | Benjamin F. Edwards & Company, Incorporated BD affiliated | Affiliated broker-dealer or bank to another | May 10, 2022 | May 3, 2022 |
| Jennifer M Jasinski | Stifel, Nicolaus & Company, Incorporated national BD | Benjamin F. Edwards & Company, Incorporated BD affiliated | Affiliated broker-dealer or bank to another | May 10, 2022 | May 19, 2022 |
| Lance Dwight Greco | RBC Capital Markets, LLC national BD | Benjamin F. Edwards & Company, Incorporated BD affiliated | Affiliated broker-dealer or bank to another | May 3, 2022 | Apr 20, 2022 |
| David Mark Kelly | Wells Fargo Advisors wirehouse | Benjamin F. Edwards & Company, Incorporated BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 23, 2022 | Mar 30, 2022 |
| Kevin Lewis Johnson | Wells Fargo Advisors wirehouse | Benjamin F. Edwards & Company, Incorporated BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 23, 2022 | Mar 30, 2022 |
| Erika Michele Kelly | Wells Fargo Advisors wirehouse | Benjamin F. Edwards & Company, Incorporated BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 23, 2022 | Mar 30, 2022 |
| Ashlee Nicole Ogrzewalla | Pentegra Investors, Inc. institutional | Benjamin F. Edwards & Company, Incorporated BD affiliated | Other | Apr 22, 2022 | Apr 21, 2022 |
| Kevin Douglas Leach | Wells Fargo Advisors wirehouse | Benjamin F. Edwards & Company, Incorporated BD affiliated | Wirehouse to affiliated broker-dealer or bank | Mar 28, 2022 | Mar 22, 2022 |
| Suzanne Elizabeth Markus | Raymond James Financial Services Advisors, Inc BD affiliated | Benjamin F. Edwards & Company, Incorporated BD affiliated | Affiliated broker-dealer or bank to another | Mar 22, 2022 | Mar 15, 2022 |
| Michelle K Boyum | Wells Fargo Advisors wirehouse | Benjamin F. Edwards & Company, Incorporated BD affiliated | Wirehouse to affiliated broker-dealer or bank | Mar 17, 2022 | Mar 10, 2022 |
| Zachary Stephen Wahl | Wells Fargo Advisors wirehouse | Benjamin F. Edwards & Company, Incorporated BD affiliated | Wirehouse to affiliated broker-dealer or bank | Mar 17, 2022 | Mar 10, 2022 |
| Toby Michael Sarahan | Wells Fargo Advisors wirehouse | Benjamin F. Edwards & Company, Incorporated BD affiliated | Wirehouse to affiliated broker-dealer or bank | Mar 14, 2022 | Mar 10, 2022 |
| Laura Suzanne Holder | Wells Fargo Advisors wirehouse | Benjamin F. Edwards & Company, Incorporated BD affiliated | Wirehouse to affiliated broker-dealer or bank | Mar 9, 2022 | Mar 2, 2022 |
| Edward Jason Walter | Knights Of Columbus Asset Advisors LLC institutional | Benjamin F. Edwards & Company, Incorporated BD affiliated | Other | Jan 26, 2022 | Feb 28, 2022 (33 d) |
| Lawrence Alexander Reed | Edward Jones national BD | Benjamin F. Edwards & Company, Incorporated BD affiliated | Affiliated broker-dealer or bank to another | Dec 23, 2021 | Jan 4, 2022 |
| Scott Alan Critchfield | LPL Financial LLC BD affiliated | Benjamin F. Edwards & Company, Incorporated BD affiliated | Affiliated broker-dealer or bank to another | Dec 22, 2021 | Jan 4, 2022 |
458 moves match.