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
Arrivals at 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 |
|---|---|---|---|---|---|
| Christi J Sanders | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Edward Jones national BD | Wirehouse to affiliated broker-dealer or bank | Jun 29, 2026 | Jul 23, 2026 |
| Philip David Leiby | Schwab Wealth Advisory, Inc. no RAUM | Edward Jones national BD | Other | Jun 26, 2026 | Jun 23, 2026 |
| Alexandra Eisenberger | Northwestern Mutual Investment Services,LLC no RAUM | Edward Jones national BD | Other | Jun 26, 2026 | Jun 2, 2026 |
| Rachel Sue Cappola | Morgan Stanley wirehouse | Edward Jones national BD | Wirehouse to affiliated broker-dealer or bank | Jun 25, 2026 | Jul 6, 2026 |
| Erin Michelle Crowe | Morgan Stanley wirehouse | Edward Jones national BD | Wirehouse to affiliated broker-dealer or bank | Jun 22, 2026 | Jun 22, 2026 |
| Jason David Wolgemuth | Raymond James & Associates, Inc. national BD | Edward Jones national BD | Affiliated broker-dealer or bank to another | Jun 18, 2026 | Jun 26, 2026 |
| Davinder Pal Gupta | LPL Enterprise, LLC BD affiliated | Edward Jones national BD | Affiliated broker-dealer or bank to another | Jun 18, 2026 | Jun 23, 2026 |
| Benjamin Thomas Eby | Eagle Strategies LLC BD affiliated | Edward Jones national BD | Affiliated broker-dealer or bank to another | Jun 17, 2026 | Jun 18, 2026 |
| Luke Robert Steinke | Osaic Wealth, Inc. BD affiliated | Edward Jones national BD | Affiliated broker-dealer or bank to another | Jun 16, 2026 | Jun 25, 2026 |
| David Brian Geschke | LPL Financial LLC BD affiliated | Edward Jones national BD | Affiliated broker-dealer or bank to another | Jun 15, 2026 | Jun 1, 2026 |
| Malia M Haskins | Nepsis, Inc. independent RIA | Edward Jones national BD | RIA to affiliated broker-dealer or bank | Jun 11, 2026 | Jun 16, 2026 |
| Heather M Coleman | Advice And Planning Services BD affiliated | Edward Jones national BD | Affiliated broker-dealer or bank to another | Jun 10, 2026 | Jul 2, 2026 |
| Brendan Michael Norwine | Stifel, Nicolaus & Company, Incorporated national BD | Edward Jones national BD | Affiliated broker-dealer or bank to another | Jun 10, 2026 | May 28, 2026 |
| Jordan Scott Windhorst | UBS Financial Services Inc. wirehouse | Edward Jones national BD | Wirehouse to affiliated broker-dealer or bank | Jun 9, 2026 | Jun 24, 2026 |
| Jessica Eaton | Cetera Investment Advisers LLC BD affiliated | Edward Jones national BD | Affiliated broker-dealer or bank to another | Jun 8, 2026 | Jun 26, 2026 |
| Nicholas Flynn King | Charles Schwab & Co., Inc. national BD | Edward Jones national BD | Affiliated broker-dealer or bank to another | Jun 6, 2026 | Jun 9, 2026 |
| Karie L Murphy | Charles Schwab & Co., Inc. national BD | Edward Jones national BD | Affiliated broker-dealer or bank to another | Jun 6, 2026 | Aug 6, 2026 (61 d) |
| David William Holden | LPL Financial LLC BD affiliated | Edward Jones national BD | Affiliated broker-dealer or bank to another | Jun 4, 2026 | Jun 4, 2026 |
| Jumana Ghattas Daou | LPL Financial LLC BD affiliated | Edward Jones national BD | Affiliated broker-dealer or bank to another | Jun 4, 2026 | Jun 1, 2026 |
| John Iverson | Equitable Advisors, LLC national BD | Edward Jones national BD | Affiliated broker-dealer or bank to another | Jun 3, 2026 | Jun 22, 2026 |
| Amar Sayyed | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Edward Jones national BD | Wirehouse to affiliated broker-dealer or bank | Jun 1, 2026 | May 29, 2026 |
| Logan D Chandler | First Citizens Investor Services, Inc. BD affiliated | Edward Jones national BD | Affiliated broker-dealer or bank to another | May 29, 2026 | Jun 22, 2026 |
| Jason Edward May | United Brokerage Services Inc BD affiliated | Edward Jones national BD | Affiliated broker-dealer or bank to another | May 22, 2026 | Apr 24, 2026 |
| Paul J Rhea | Krilogy independent RIA | Edward Jones national BD | RIA to affiliated broker-dealer or bank | May 21, 2026 | Jun 30, 2026 (40 d) |
| Brayden Heath Stringer | Stifel, Nicolaus & Company, Incorporated national BD | Edward Jones national BD | Affiliated broker-dealer or bank to another | May 20, 2026 | May 26, 2026 |
| Jake Croland | LPL Enterprise, LLC BD affiliated | Edward Jones national BD | Affiliated broker-dealer or bank to another | May 19, 2026 | May 11, 2026 |
| Frank Ryan Schudy | Strategic Advisers LLC national BD | Edward Jones national BD | Affiliated broker-dealer or bank to another | May 14, 2026 | May 26, 2026 |
| Dustin Darold Meisel | Cornerstone Wealth Management, LLC independent RIA | Edward Jones national BD | RIA to affiliated broker-dealer or bank | May 12, 2026 | May 13, 2026 |
| Jared A Weber | Northwestern Mutual Investment Services,LLC no RAUM | Edward Jones national BD | Other | May 12, 2026 | Jul 23, 2026 (72 d) |
| Dylan P Hicks | J.P. Morgan Securities LLC wirehouse | Edward Jones national BD | Wirehouse to affiliated broker-dealer or bank | May 12, 2026 | Aug 21, 2026 (101 d) |
| Christa Breeann Miller | Equitable Advisors, LLC national BD | Edward Jones national BD | Affiliated broker-dealer or bank to another | May 12, 2026 | May 11, 2026 |
| Stephen T Sharpe | State Farm Investment Management Corp. asset manager | Edward Jones national BD | Other | May 11, 2026 | Aug 28, 2026 (109 d) |
| Paul W Wessel | Equitable Advisors, LLC national BD | Edward Jones national BD | Affiliated broker-dealer or bank to another | May 11, 2026 | May 26, 2026 |
| Sean Emiliano Garibay | Arvest Wealth Management independent RIA | Edward Jones national BD | RIA to affiliated broker-dealer or bank | May 8, 2026 | May 29, 2026 |
| Christine Kelsey Gullic | Bok Financial Advisors BD affiliated | Edward Jones national BD | Affiliated broker-dealer or bank to another | May 7, 2026 | May 12, 2026 |
| Kurt William Hagenmaier | J.P. Morgan Securities LLC wirehouse | Edward Jones national BD | Wirehouse to affiliated broker-dealer or bank | May 5, 2026 | Apr 30, 2026 |
| Samuel J Isaac | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Edward Jones national BD | Wirehouse to affiliated broker-dealer or bank | May 4, 2026 | May 8, 2026 |
| Jonathan Bradley Raether | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Edward Jones national BD | Wirehouse to affiliated broker-dealer or bank | May 1, 2026 | Apr 27, 2026 |
| David Alexander Melgar | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Edward Jones national BD | Wirehouse to affiliated broker-dealer or bank | May 1, 2026 | May 1, 2026 |
| Hayley M Moore | Stewardship Wealth Advisors state registered | Edward Jones national BD | Other | May 1, 2026 | Jun 30, 2026 (60 d) |
| Justin A Lukas | Equitable Advisors, LLC national BD | Edward Jones national BD | Affiliated broker-dealer or bank to another | May 1, 2026 | Aug 31, 2026 (122 d) |
| David Scott Hatcher | Stifel, Nicolaus & Company, Incorporated national BD | Edward Jones national BD | Affiliated broker-dealer or bank to another | Apr 29, 2026 | Apr 17, 2026 |
| Stefanie Lynn Creencia | Raymond James Financial Services Advisors, Inc BD affiliated | Edward Jones national BD | Affiliated broker-dealer or bank to another | Apr 29, 2026 | Apr 24, 2026 |
| Ronald Joseph Kitchens | Raymond James Financial Services Advisors, Inc BD affiliated | Edward Jones national BD | Affiliated broker-dealer or bank to another | Apr 29, 2026 | Apr 27, 2026 |
| William Miller | Stifel, Nicolaus & Company, Incorporated national BD | Edward Jones national BD | Affiliated broker-dealer or bank to another | Apr 29, 2026 | Apr 28, 2026 |
| Huijie Wang | Cetera Investment Advisers LLC BD affiliated | Edward Jones national BD | Affiliated broker-dealer or bank to another | Apr 28, 2026 | Jun 12, 2026 (45 d) |
| Kamleshkumar Sureshbhai Shah | Thrivent Investment Management Inc. BD affiliated | Edward Jones national BD | Affiliated broker-dealer or bank to another | Apr 28, 2026 | Apr 27, 2026 |
| Charles Michael Vinyard | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Edward Jones national BD | Wirehouse to affiliated broker-dealer or bank | Apr 27, 2026 | Apr 24, 2026 |
| Esther Olivas | J.P. Morgan Securities LLC wirehouse | Edward Jones national BD | Wirehouse to affiliated broker-dealer or bank | Apr 27, 2026 | Apr 27, 2026 |
| Kiera Nicole Blinzinger | Svb Wealth independent RIA | Edward Jones national BD | RIA to affiliated broker-dealer or bank | Apr 24, 2026 | May 4, 2026 |
| Jeremy M. Williams | Strategic Advisers LLC national BD | Edward Jones national BD | Affiliated broker-dealer or bank to another | Apr 24, 2026 | Apr 10, 2026 |
| Ian Simon Copple | LPL Financial LLC BD affiliated | Edward Jones national BD | Affiliated broker-dealer or bank to another | Apr 24, 2026 | May 13, 2026 |
| Ken Sacks | Citigroup Global Markets Inc. BD affiliated | Edward Jones national BD | Affiliated broker-dealer or bank to another | Apr 23, 2026 | Aug 31, 2026 (130 d) |
| Jennifer Solovic | Wells Fargo Advisors wirehouse | Edward Jones national BD | Wirehouse to affiliated broker-dealer or bank | Apr 23, 2026 | Jun 29, 2026 (67 d) |
| Christopher Larry Madaris | Schwab Wealth Advisory, Inc. no RAUM | Edward Jones national BD | Other | Apr 23, 2026 | Apr 13, 2026 |
| Alejandra Lerma | Morgan Stanley wirehouse | Edward Jones national BD | Wirehouse to affiliated broker-dealer or bank | Apr 22, 2026 | Jul 28, 2026 (97 d) |
| Cortney B Gates | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Edward Jones national BD | Wirehouse to affiliated broker-dealer or bank | Apr 21, 2026 | Aug 4, 2026 (105 d) |
| Joseph Drew Bennett | Vanguard Advisers, Inc. BD affiliated | Edward Jones national BD | Affiliated broker-dealer or bank to another | Apr 20, 2026 | Apr 15, 2026 |
| Sarvar Davronov | Citigroup Global Markets Inc. BD affiliated | Edward Jones national BD | Affiliated broker-dealer or bank to another | Apr 20, 2026 | Apr 13, 2026 |
| Ross William Mcknight | J.P. Morgan Securities LLC wirehouse | Edward Jones national BD | Wirehouse to affiliated broker-dealer or bank | Apr 16, 2026 | Apr 27, 2026 |
4,532 moves match.