Teams that left Edward Jones

A team is two or more advisors whose registrations through one firm ended within fourteen days of each other, from branches in the same state, and who all registered next through the same other firm. The rule reads registration dates on IAPD and nothing else: no press, no name matching, no judgment about why. When the cluster carried half or more of the firm it left, or the destination filed a succession naming it, it is typed firm absorbed rather than lift-out. When the two CRDs are one enterprise (the same business name, as with the two Wells Fargo Advisors channels, the same 75%+ owner on both Schedule As around the move, or one name the other with a word added) it is a channel change, listed only when asked for and never counted as a team in or out. Corporate re-registrations (hundreds of people moved to a new CRD in one month) are excluded before teams are formed.

Advisors	From	To	Branch	Type	Left
2	Edward Jones national BD	Robert W. Baird & Co. Incorporated mixed wealth	Franklin, In	Affiliated broker-dealer or bank to independent RIA	Oct 23, 2023 over 6 d
2	Edward Jones national BD	Raymond James Financial Services Advisors, Inc BD affiliated	Allen, Tx +1	Affiliated broker-dealer or bank to another	Oct 15, 2023 over 8 d
2	Edward Jones national BD	&Partners independent RIA	Las Vegas, Nv	Affiliated broker-dealer or bank to independent RIA	Oct 2, 2023
2	E••••• J•••• national BD	•••••••• independent RIA	Florence, Sc	Affiliated broker-dealer or bank to independent RIA	Sep 25, 2023
2	E••••• J•••• national BD	L•• F•••••••• L•• BD affiliated	Mooresville, In +1	Affiliated broker-dealer or bank to another	Sep 20, 2023 over 7 d
2	E••••• J•••• national BD	F••••• I••••••••• independent RIA	Maryland Heights, Mo +1	Affiliated broker-dealer or bank to independent RIA	Sep 18, 2023
2	E••••• J•••• national BD	R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated	Wilmington, Nc	Affiliated broker-dealer or bank to another	Sep 11, 2023 over 4 d
2	E••••• J•••• national BD	R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated	Auburn, Wa +1	Affiliated broker-dealer or bank to another	Sep 8, 2023 over 11 d
2	E••••• J•••• national BD	A••••••••• F•••••••• S•••••••• L•• national BD	St Louis, Mo +1	Affiliated broker-dealer or bank to another	Sep 5, 2023
2	E••••• J•••• national BD	R•••••• J•••• • A••••••••• I••• national BD	Chesterfield, Mo +1	Affiliated broker-dealer or bank to another	Sep 5, 2023
2	E••••• J•••• national BD	L•• F•••••••• L•• BD affiliated	Huntington Beach, Ca +1	Affiliated broker-dealer or bank to another	Aug 25, 2023 over 5 d
2	E••••• J•••• national BD	C••••••••• F•••••••• N•••••• national BD	Santa Ana, Ca +1	Affiliated broker-dealer or bank to another	Aug 16, 2023 over 9 d
3	E••••• J•••• national BD	K••••• P•••••• W••••• S•••••••• L•• BD affiliated	Ogden, Ut +2	Affiliated broker-dealer or bank to another	Aug 14, 2023 over 3 d
3	E••••• J•••• national BD	R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated	Willow Park, Tx +2	Affiliated broker-dealer or bank to another	Aug 11, 2023 over 20 d
2	E••••• J•••• national BD	A••••••••• F•••••••• S•••••••• L•• national BD	Ladera Ranch, Ca +1	Affiliated broker-dealer or bank to another	Aug 4, 2023 over 10 d
2	E••••• J•••• national BD	D•••••••• • C•••••• L•• BD affiliated	Marion, Va +1	Affiliated broker-dealer or bank to another	Jul 28, 2023
2	E••••• J•••• national BD	K•••••••• W••••• M••••••••• L•• independent RIA	Amarillo, Tx	Affiliated broker-dealer or bank to independent RIA	Jul 21, 2023
3	E••••• J•••• national BD	R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated	Bloomington, In +1	Affiliated broker-dealer or bank to another	Jul 10, 2023 over 8 d
3	E••••• J•••• national BD	R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated	Tyler, Tx +2	Affiliated broker-dealer or bank to another	Jun 23, 2023 over 14 d
3	E••••• J•••• national BD	L•• F•••••••• L•• BD affiliated	Fontana, Wi +2	Affiliated broker-dealer or bank to another	Jun 21, 2023
2	E••••• J•••• national BD	A••••••••• F•••••••• S•••••••• L•• national BD	St Louis, Mo	Affiliated broker-dealer or bank to another	Jun 12, 2023
2	E••••• J•••• national BD	L•• F•••••••• L•• BD affiliated	Woodstock, Ga +1	Affiliated broker-dealer or bank to another	Jun 9, 2023 over 3 d
4	E••••• J•••• national BD	L•• F•••••••• L•• BD affiliated	Rancho Cucamonga, Ca +3	Affiliated broker-dealer or bank to another	May 23, 2023 over 11 d
2	E••••• J•••• national BD	C••••••••• F•••••••• N•••••• national BD	Jamestown, Ri +1	Affiliated broker-dealer or bank to another	May 22, 2023 over 9 d
2	E••••• J•••• national BD	M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse	Houston, Tx +1	Affiliated broker-dealer or bank to wirehouse	May 15, 2023 over 7 d
2	E••••• J•••• national BD	L•• F•••••••• L•• BD affiliated	Lexington, Tn	Affiliated broker-dealer or bank to another	May 10, 2023
2	E••••• J•••• national BD	A••••••••• F•••••••• S•••••••• L•• national BD	Harlingen, Tx +1	Affiliated broker-dealer or bank to another	Apr 26, 2023 over 12 d
2	E••••• J•••• national BD	A••••••••• F•••••••• S•••••••• L•• national BD	Kilgore, Tx +1	Affiliated broker-dealer or bank to another	Apr 3, 2023 over 8 d
3	E••••• J•••• national BD	M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse	Sugar Land, Tx +2	Affiliated broker-dealer or bank to wirehouse	Mar 27, 2023 over 15 d
3	E••••• J•••• national BD	L•• F•••••••• L•• independent RIA	Mishawaka, In +2	Affiliated broker-dealer or bank to independent RIA	Mar 14, 2023 over 1 d
2	E••••• J•••• national BD	R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated	Salt Lake City, Ut	Affiliated broker-dealer or bank to another	Mar 9, 2023 over 5 d
2	E••••• J•••• national BD	R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated	St Louis, Mo	Affiliated broker-dealer or bank to another	Mar 8, 2023
3	E••••• J•••• national BD	U••••• P•••••••• L•• no RAUM	Nacogdoches, Tx	Affiliated broker-dealer or bank to a newly registered adviser	Mar 6, 2023 over 1 d
2	E••••• J•••• national BD	M•••••• A•••••• N•••••• independent RIA	Grass Valley, Ca	Affiliated broker-dealer or bank to independent RIA	Mar 6, 2023 over 1 d
2	E••••• J•••• national BD	A••••••••• F•••••••• S•••••••• L•• national BD	Ellicott City, Md	Affiliated broker-dealer or bank to another	Mar 6, 2023
2	E••••• J•••• national BD	A••••••••• F•••••••• S•••••••• L•• national BD	La Porte, Tx +1	Affiliated broker-dealer or bank to another	Mar 6, 2023
3	E••••• J•••• national BD	L•• F•••••••• L•• independent RIA	Dallas, Tx +1	Affiliated broker-dealer or bank to independent RIA	Mar 3, 2023 over 17 d
2	E••••• J•••• national BD	L•• F•••••••• L•• independent RIA	Sandy, Or	Affiliated broker-dealer or bank to independent RIA	Mar 2, 2023
3	E••••• J•••• national BD	R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated	Tucson, Az +1	Affiliated broker-dealer or bank to another	Feb 28, 2023 over 6 d
3	E••••• J•••• national BD	R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated	St Augustine, Fl +2	Affiliated broker-dealer or bank to another	Feb 27, 2023 over 14 d
3	E••••• J•••• national BD	R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated	Aledo, Tx +2	Affiliated broker-dealer or bank to another	Feb 23, 2023 over 18 d
2	E••••• J•••• national BD	F••••••• P••••••• A•• W•••••••• A••••••• BD affiliated	St Louis, Mo	Affiliated broker-dealer or bank to another	Feb 23, 2023 over 6 d
2	E••••• J•••• national BD	A••••••••• F•••••••• S•••••••• L•• national BD	St Louis, Mo	Affiliated broker-dealer or bank to another	Feb 7, 2023 over 10 d
2	E••••• J•••• national BD	A••••••••• F•••••••• S•••••••• L•• national BD	Kernersville, Nc +1	Affiliated broker-dealer or bank to another	Jan 24, 2023 over 7 d
3	E••••• J•••• national BD	L•• F•••••••• L•• independent RIA	St Louis, Mo +1	Affiliated broker-dealer or bank to independent RIA	Dec 12, 2022 over 24 d
2	E••••• J•••• national BD	C••••••••• F•••••••• N•••••• national BD	St Louis, Mo +1	Affiliated broker-dealer or bank to another	Dec 6, 2022
2	E••••• J•••• national BD	L•• F•••••••• L•• independent RIA	Bloomington, In +1	Affiliated broker-dealer or bank to independent RIA	Dec 1, 2022 over 11 d
6	E••••• J•••• national BD	C••••••••• F•••••••• N•••••• national BD	Temple, Tx +2	Affiliated broker-dealer or bank to another	Nov 30, 2022 over 7 d
2	E••••• J•••• national BD	F••••••• P••••••• A•• W•••••••• A••••••• BD affiliated	Maryland Heights, Mo +1	Affiliated broker-dealer or bank to another	Nov 30, 2022 over 8 d
2	E••••• J•••• national BD	K•••••••• W••••• M••••••••• L•• independent RIA	Reston, Va +1	Affiliated broker-dealer or bank to independent RIA	Nov 7, 2022 over 7 d
2	E••••• J•••• national BD	M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse	Beaumont, Tx +1	Affiliated broker-dealer or bank to wirehouse	Nov 7, 2022 over 1 d
2	E••••• J•••• national BD	C••••• I••••••••• A••••••• L•• BD affiliated	Allen, Tx +1	Affiliated broker-dealer or bank to another	Nov 3, 2022 over 4 d
2	E••••• J•••• national BD	M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse	St Louis, Mo	Affiliated broker-dealer or bank to wirehouse	Nov 2, 2022 over 1 d
3	E••••• J•••• national BD	W•••• F•••• A••••••• wirehouse	Austin, Tx +1	Affiliated broker-dealer or bank to wirehouse	Oct 31, 2022 over 2 d
2	E••••• J•••• national BD	A••••••••• F•••••••• S•••••••• L•• national BD	Waynesville, Oh +1	Affiliated broker-dealer or bank to another	Oct 31, 2022 over 4 d
2	E••••• J•••• national BD	A••••••••• F•••••••• S•••••••• L•• national BD	Mount Pleasant, Tx +1	Affiliated broker-dealer or bank to another	Oct 31, 2022 over 14 d
2	E••••• J•••• national BD	W•••• F•••• A••••••• wirehouse	Evansville, In	Affiliated broker-dealer or bank to wirehouse	Oct 21, 2022 over 4 d
2	E••••• J•••• national BD	L•• F•••••••• L•• independent RIA	St Louis, Mo	Affiliated broker-dealer or bank to independent RIA	Oct 21, 2022 over 3 d
3	E••••• J•••• national BD	L•• F•••••••• L•• independent RIA	Oceanside, Ca +2	Affiliated broker-dealer or bank to independent RIA	Oct 18, 2022 over 21 d
2	E••••• J•••• national BD	C•••• P•••• W••••• A••••••• no RAUM	Hood River, Or	Affiliated broker-dealer or bank to a newly registered adviser	Oct 17, 2022

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434 teams match.derived from registration dates

The firm and advisor names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.