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 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 |
|---|---|---|---|---|---|
| Anna Travis Reihl | Edward Jones national BD | Benjamin F. Edwards & Company, Incorporated BD affiliated | Affiliated broker-dealer or bank to another | Sep 15, 2026 | Sep 14, 2026 |
| Aaron C Wrigley | Wells Fargo Advisors wirehouse | Benjamin F. Edwards & Company, Incorporated BD affiliated | Wirehouse to affiliated broker-dealer or bank | Sep 7, 2026 | Aug 25, 2026 |
| Brantley Todd Erwin | Raymond James Financial Services Advisors, Inc BD affiliated | Benjamin F. Edwards & Company, Incorporated BD affiliated | Affiliated broker-dealer or bank to another | Jul 23, 2026 | Aug 24, 2026 (32 d) |
| Jasmine Packer | Stifel, Nicolaus & Company, Incorporated national BD | Benjamin F. Edwards & Company, Incorporated BD affiliated | Affiliated broker-dealer or bank to another | Jul 15, 2026 | Jul 7, 2026 |
| Trina Marie Whitten | Stifel Independent Advisors, LLC BD affiliated | Benjamin F. Edwards & Company, Incorporated BD affiliated | Affiliated broker-dealer or bank to another | Jul 10, 2026 | Jul 7, 2026 |
| Laura Ann Nelson | Stifel Independent Advisors, LLC BD affiliated | Benjamin F. Edwards & Company, Incorporated BD affiliated | Affiliated broker-dealer or bank to another | Jul 10, 2026 | Jul 6, 2026 |
| Silas John Newkirk | Stifel Independent Advisors, LLC BD affiliated | Benjamin F. Edwards & Company, Incorporated BD affiliated | Affiliated broker-dealer or bank to another | Jul 10, 2026 | Jul 6, 2026 |
| Benjamin Donald Kachur | Strategic Advisers LLC national BD | Benjamin F. Edwards & Company, Incorporated BD affiliated | Affiliated broker-dealer or bank to another | Jul 10, 2026 | Jul 28, 2026 |
| Noah Thomas May | Stifel Independent Advisors, LLC BD affiliated | Benjamin F. Edwards & Company, Incorporated BD affiliated | Affiliated broker-dealer or bank to another | Jul 10, 2026 | Jul 6, 2026 |
| Joseph Gruber | Stifel, Nicolaus & Company, Incorporated national BD | Benjamin F. Edwards & Company, Incorporated BD affiliated | Affiliated broker-dealer or bank to another | Jun 10, 2026 | May 21, 2026 |
| Brian Daniel Gruber | Stifel, Nicolaus & Company, Incorporated national BD | Benjamin F. Edwards & Company, Incorporated BD affiliated | Affiliated broker-dealer or bank to another | Jun 10, 2026 | May 21, 2026 |
| Cody E Washburn | LPL Financial LLC BD affiliated | Benjamin F. Edwards & Company, Incorporated BD affiliated | Affiliated broker-dealer or bank to another | Jun 4, 2026 | May 21, 2026 |
| Leslie Lynn Greco-Pool | Raymond James & Associates, Inc. national BD | Benjamin F. Edwards & Company, Incorporated BD affiliated | Affiliated broker-dealer or bank to another | Jun 2, 2026 | Jul 6, 2026 (34 d) |
| Deana Ruelas | Wells Fargo Advisors wirehouse | Benjamin F. Edwards & Company, Incorporated BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 19, 2026 | May 15, 2026 |
| Richard Patrick Mcdonald | Moneta Group Investment Advisors, LLC independent RIA | Benjamin F. Edwards & Company, Incorporated BD affiliated | RIA to affiliated broker-dealer or bank | May 11, 2026 | May 18, 2026 |
| David B Castle | Edward Jones national BD | Benjamin F. Edwards & Company, Incorporated BD affiliated | Affiliated broker-dealer or bank to another | May 10, 2026 | Aug 31, 2026 (113 d) |
| Daniel Eugene Murphy | Charles Schwab & Co., Inc. national BD | Benjamin F. Edwards & Company, Incorporated BD affiliated | Affiliated broker-dealer or bank to another | May 9, 2026 | May 5, 2026 |
| James Lee Johnson | Stifel Independent Advisors, LLC BD affiliated | Benjamin F. Edwards & Company, Incorporated BD affiliated | Affiliated broker-dealer or bank to another | Apr 16, 2026 | Mar 31, 2026 |
| Albert Francis Bender | Stifel Independent Advisors, LLC BD affiliated | Benjamin F. Edwards & Company, Incorporated BD affiliated | Affiliated broker-dealer or bank to another | Apr 16, 2026 | Mar 31, 2026 |
| Avri Rae Bitz | Stifel Independent Advisors, LLC BD affiliated | Benjamin F. Edwards & Company, Incorporated BD affiliated | Affiliated broker-dealer or bank to another | Apr 16, 2026 | Mar 31, 2026 |
| Joseph Andrew Daniels | Valic Financial Advisors, Inc. BD affiliated | Benjamin F. Edwards & Company, Incorporated BD affiliated | Affiliated broker-dealer or bank to another | Apr 16, 2026 | Apr 2, 2026 |
| Timothy S Boostrom | Stifel Independent Advisors, LLC BD affiliated | Benjamin F. Edwards & Company, Incorporated BD affiliated | Affiliated broker-dealer or bank to another | Apr 8, 2026 | Mar 24, 2026 |
| Anastasia D Mawhinney | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Benjamin F. Edwards & Company, Incorporated BD affiliated | Wirehouse to affiliated broker-dealer or bank | Mar 25, 2026 | Apr 2, 2026 |
| Richard Joseph Boehm | Stifel Independent Advisors, LLC BD affiliated | Benjamin F. Edwards & Company, Incorporated BD affiliated | Affiliated broker-dealer or bank to another | Feb 26, 2026 | Feb 17, 2026 |
| Chryssanthe Ganiaris Detroyer | Wells Fargo Advisors wirehouse | Benjamin F. Edwards & Company, Incorporated BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jan 27, 2026 | Jan 22, 2026 |
| Kevin Thomas Brock | First Citizens Asset Management, Inc mixed wealth | Benjamin F. Edwards & Company, Incorporated BD affiliated | RIA to affiliated broker-dealer or bank | Dec 9, 2025 | Dec 4, 2025 |
| Amanda Abernethy Rembert | Stifel, Nicolaus & Company, Incorporated national BD | Benjamin F. Edwards & Company, Incorporated BD affiliated | Affiliated broker-dealer or bank to another | Nov 7, 2025 | Oct 16, 2025 |
| Alice Marie Scarborough | Stifel, Nicolaus & Company, Incorporated national BD | Benjamin F. Edwards & Company, Incorporated BD affiliated | Affiliated broker-dealer or bank to another | Oct 22, 2025 | Oct 22, 2025 |
| William Richard Mode | Stifel, Nicolaus & Company, Incorporated national BD | Benjamin F. Edwards & Company, Incorporated BD affiliated | Affiliated broker-dealer or bank to another | Oct 22, 2025 | Oct 22, 2025 |
| Thomas Mayes Rembert | Stifel, Nicolaus & Company, Incorporated national BD | Benjamin F. Edwards & Company, Incorporated BD affiliated | Affiliated broker-dealer or bank to another | Oct 22, 2025 | Oct 16, 2025 |
| Grant Wardlaw Rembert | Stifel, Nicolaus & Company, Incorporated national BD | Benjamin F. Edwards & Company, Incorporated BD affiliated | Affiliated broker-dealer or bank to another | Oct 22, 2025 | Oct 16, 2025 |
| Charles Gary Edwards | Wells Fargo Advisors wirehouse | Benjamin F. Edwards & Company, Incorporated BD affiliated | Wirehouse to affiliated broker-dealer or bank | Sep 16, 2025 | Sep 11, 2025 |
| Chastity Ann Peterson | Morgan Stanley wirehouse | Benjamin F. Edwards & Company, Incorporated BD affiliated | Wirehouse to affiliated broker-dealer or bank | Sep 8, 2025 | Sep 11, 2025 |
| Herman B Sanders | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Benjamin F. Edwards & Company, Incorporated BD affiliated | Wirehouse to affiliated broker-dealer or bank | Sep 5, 2025 | Sep 4, 2025 |
| Jason H Sanders | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Benjamin F. Edwards & Company, Incorporated BD affiliated | Wirehouse to affiliated broker-dealer or bank | Sep 5, 2025 | Sep 4, 2025 |
| Kate Weil Hostetter | LPL Financial LLC BD affiliated | Benjamin F. Edwards & Company, Incorporated BD affiliated | Affiliated broker-dealer or bank to another | Aug 21, 2025 | Aug 18, 2025 |
| Peter Andrew Weil | LPL Financial LLC BD affiliated | Benjamin F. Edwards & Company, Incorporated BD affiliated | Affiliated broker-dealer or bank to another | Aug 21, 2025 | Aug 18, 2025 |
| Travis P Huber | Wells Fargo Advisors wirehouse | Benjamin F. Edwards & Company, Incorporated BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 4, 2025 | Aug 6, 2025 |
| Charles Anthony Saenger | L.M. Kohn & Company independent RIA | Benjamin F. Edwards & Company, Incorporated BD affiliated | RIA to affiliated broker-dealer or bank | Jul 28, 2025 | Jul 28, 2025 |
| Alexander Jonathan Ferguson | L.M. Kohn & Company independent RIA | Benjamin F. Edwards & Company, Incorporated BD affiliated | RIA to affiliated broker-dealer or bank | Jul 28, 2025 | Jul 28, 2025 |
| Robert Edwin Ferguson | L.M. Kohn & Company independent RIA | Benjamin F. Edwards & Company, Incorporated BD affiliated | RIA to affiliated broker-dealer or bank | Jul 28, 2025 | Jul 28, 2025 |
| Richard Alan Jones | Wells Fargo Advisors wirehouse | Benjamin F. Edwards & Company, Incorporated BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 23, 2025 | Jun 19, 2025 |
| William Eugene Maples | Lido independent RIA | Benjamin F. Edwards & Company, Incorporated BD affiliated | RIA to affiliated broker-dealer or bank | May 7, 2025 | Apr 29, 2025 |
| Matthew Lee Lawing | Wells Fargo Advisors wirehouse | Benjamin F. Edwards & Company, Incorporated BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 6, 2025 | May 1, 2025 |
| Jack Robert Keller | Raymond James Financial Services Advisors, Inc BD affiliated | Benjamin F. Edwards & Company, Incorporated BD affiliated | Affiliated broker-dealer or bank to another | Apr 9, 2025 | Apr 8, 2025 |
| John Matthew Morrissey | Hightower Advisors, LLC BD affiliated | Benjamin F. Edwards & Company, Incorporated BD affiliated | Affiliated broker-dealer or bank to another | Apr 9, 2025 | Apr 16, 2025 |
| Jon Arthur Blahnik | Raymond James Financial Services Advisors, Inc BD affiliated | Benjamin F. Edwards & Company, Incorporated BD affiliated | Affiliated broker-dealer or bank to another | Apr 8, 2025 | Apr 8, 2025 |
| Kristopher Yarlett | Edward Jones national BD | Benjamin F. Edwards & Company, Incorporated BD affiliated | Affiliated broker-dealer or bank to another | Mar 10, 2025 | Mar 6, 2025 |
| John Nicholas Reidy | Wells Fargo Advisors wirehouse | Benjamin F. Edwards & Company, Incorporated BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jan 17, 2025 | Jan 31, 2025 |
| Derek Snaith Mcdaniel | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Benjamin F. Edwards & Company, Incorporated BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jan 10, 2025 | Jan 8, 2025 |
| Shiela D Doucet | Ameriprise Financial Services, LLC national BD | Benjamin F. Edwards & Company, Incorporated BD affiliated | Affiliated broker-dealer or bank to another | Dec 16, 2024 | Dec 12, 2024 |
| Robert Reed Mendelson | Ameriprise Financial Services, LLC national BD | Benjamin F. Edwards & Company, Incorporated BD affiliated | Affiliated broker-dealer or bank to another | Dec 16, 2024 | Dec 12, 2024 |
| Nolan Parker Gunnell | D.A. Davidson & Co. independent RIA | Benjamin F. Edwards & Company, Incorporated BD affiliated | RIA to affiliated broker-dealer or bank | Nov 25, 2024 | Nov 13, 2024 |
| Stockton Nolan Gunnell | D.A. Davidson & Co. independent RIA | Benjamin F. Edwards & Company, Incorporated BD affiliated | RIA to affiliated broker-dealer or bank | Nov 25, 2024 | Nov 13, 2024 |
| Brian John Kage | Northwestern Mutual Investment Services,LLC no RAUM | Benjamin F. Edwards & Company, Incorporated BD affiliated | Other | Oct 16, 2024 | Dec 10, 2024 (55 d) |
| Amy Mclendon Mclevaine | Wells Fargo Advisors wirehouse | Benjamin F. Edwards & Company, Incorporated BD affiliated | Wirehouse to affiliated broker-dealer or bank | Sep 24, 2024 | Sep 18, 2024 |
| Angela Lawson Elrod | Wells Fargo Advisors wirehouse | Benjamin F. Edwards & Company, Incorporated BD affiliated | Wirehouse to affiliated broker-dealer or bank | Sep 24, 2024 | Sep 18, 2024 |
| Jason David Mcdowell | Wells Fargo Advisors wirehouse | Benjamin F. Edwards & Company, Incorporated BD affiliated | Wirehouse to affiliated broker-dealer or bank | Sep 24, 2024 | Sep 18, 2024 |
| 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 |
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456 moves match.