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	Raymond James Financial Services Advisors, Inc BD affiliated	North Attleboro, Ma	Affiliated broker-dealer or bank to another	Oct 15, 2022
4	Edward Jones national BD	Raymond James Financial Services Advisors, Inc BD affiliated	St Louis, Mo	Affiliated broker-dealer or bank to another	Oct 14, 2022 over 14 d
3	Edward Jones national BD	Raymond James Financial Services Advisors, Inc BD affiliated	Rochester, Nh +2	Affiliated broker-dealer or bank to another	Oct 11, 2022 over 6 d
2	E••••• J•••• national BD	P•••• S••••••••• L•• BD affiliated	Porter, Tx +1	Affiliated broker-dealer or bank to another	Oct 3, 2022 over 3 d
2	E••••• J•••• national BD	L•• F•••••••• L•• independent RIA	Mckinney, Tx +1	Affiliated broker-dealer or bank to independent RIA	Sep 27, 2022 over 9 d
2	E••••• J•••• national BD	S••••• I••••••••• A•••••••• L•• BD affiliated	Kennett, Mo +1	Affiliated broker-dealer or bank to another	Sep 7, 2022
5	E••••• J•••• national BD	R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated	Sacramento, Ca +4	Affiliated broker-dealer or bank to another	Sep 6, 2022 over 24 d
2	E••••• J•••• national BD	L•• F•••••••• L•• independent RIA	St Louis, Mo	Affiliated broker-dealer or bank to independent RIA	Sep 1, 2022 over 1 d
3	E••••• J•••• national BD	R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated	Naples, Fl +1	Affiliated broker-dealer or bank to another	Aug 26, 2022 over 11 d
2	E••••• J•••• national BD	S•••••• N••••••• • C••••••• I••••••••• national BD	Carl Junction, Mo +1	Affiliated broker-dealer or bank to another	Aug 17, 2022 over 13 d
2	E••••• J•••• national BD	M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse	Spring, Tx +1	Affiliated broker-dealer or bank to wirehouse	Aug 8, 2022 over 10 d
2	E••••• J•••• national BD	W•••• F•••• A••••••• wirehouse	St Louis, Mo	Affiliated broker-dealer or bank to wirehouse	Jul 26, 2022 over 6 d
2	E••••• J•••• national BD	R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated	St George, Ut +1	Affiliated broker-dealer or bank to another	Jul 22, 2022
2	E••••• J•••• national BD	R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated	Vero Beach, Fl +1	Affiliated broker-dealer or bank to another	Jul 15, 2022 over 3 d
3	E••••• J•••• national BD	A••••••••• F•••••••• S•••••••• L•• national BD	Baytown, Tx	Affiliated broker-dealer or bank to another	Jul 6, 2022
2	E••••• J•••• national BD	A••••••••• F•••••••• S•••••••• L•• national BD	Aiken, Sc	Affiliated broker-dealer or bank to another	Jun 24, 2022
2	E••••• J•••• national BD	L•• F•••••••• L•• independent RIA	Indianapolis, In +1	Affiliated broker-dealer or bank to independent RIA	Jun 22, 2022 over 9 d
2	E••••• J•••• national BD	F••••••• P••••••• A•• W•••••••• A••••••• BD affiliated	Carpentersville, Il +1	Affiliated broker-dealer or bank to another	Jun 10, 2022 over 7 d
3	E••••• J•••• national BD	R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated	Durham, Nc +1	Affiliated broker-dealer or bank to another	Jun 6, 2022 over 8 d
2	E••••• J•••• national BD	A••••••••• F•••••••• S•••••••• L•• national BD	Upland, Ca +1	Affiliated broker-dealer or bank to another	Jun 6, 2022 over 1 d
2	E••••• J•••• national BD	M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse	Houston, Tx +1	Affiliated broker-dealer or bank to wirehouse	May 2, 2022 over 14 d
3	E••••• J•••• national BD	R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated	Seattle, Wa +2	Affiliated broker-dealer or bank to another	Apr 22, 2022 over 14 d
2	E••••• J•••• national BD	R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated	Panama City Beach, Fl +1	Affiliated broker-dealer or bank to another	Apr 22, 2022 over 14 d
2	E••••• J•••• national BD	R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated	St Louis, Mo	Affiliated broker-dealer or bank to another	Apr 11, 2022 over 14 d
2	E••••• J•••• national BD	R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated	Big Spring, Tx +1	Affiliated broker-dealer or bank to another	Apr 5, 2022 over 7 d
2	E••••• J•••• national BD	C••••••••• F•••••••• N•••••• national BD	Omaha, Ne +1	Affiliated broker-dealer or bank to another	Apr 5, 2022
2	E••••• J•••• national BD	R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated	St Louis, Mo	Affiliated broker-dealer or bank to another	Mar 4, 2022 over 7 d
2	E••••• J•••• national BD	R•• A•••••••• L•• independent RIA	Westlake, Oh +1	Affiliated broker-dealer or bank to independent RIA	Feb 22, 2022
3	E••••• J•••• national BD	R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated	Medford, Or +1	Affiliated broker-dealer or bank to another	Feb 16, 2022 over 1 d
2	E••••• J•••• national BD	R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated	Glendale, Az +1	Affiliated broker-dealer or bank to another	Feb 14, 2022 over 3 d
2	E••••• J•••• national BD	R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated	Anoka, Mn +1	Affiliated broker-dealer or bank to another	Feb 14, 2022 over 11 d
2	E••••• J•••• national BD	S•••••••• A•••••••• L•• BD affiliated	Joshua, Tx +1	Affiliated broker-dealer or bank to another	Feb 7, 2022 over 8 d
3	E••••• J•••• national BD	R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated	St Louis, Mo +1	Affiliated broker-dealer or bank to another	Feb 4, 2022 over 13 d
2	E••••• J•••• national BD	R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated	Benbrook, Tx +1	Affiliated broker-dealer or bank to another	Feb 4, 2022 over 10 d
2	E••••• J•••• national BD	M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse	Chesterfield, Mo +1	Affiliated broker-dealer or bank to wirehouse	Nov 15, 2021 over 2 d
2	E••••• J•••• national BD	R•••••• J•••• • A••••••••• I••• national BD	Oskaloosa, Ia	Affiliated broker-dealer or bank to another	Nov 4, 2021 over 1 d
2	E••••• J•••• national BD	R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated	Fitchburg, Ma	Affiliated broker-dealer or bank to another	Oct 28, 2021
2	E••••• J•••• national BD	L•• F•••••••• L•• BD affiliated	Tempe, Az +1	Affiliated broker-dealer or bank to another	Oct 26, 2021
2	E••••• J•••• national BD	L•• F•••••••• L•• BD affiliated	South Bend, In +1	Affiliated broker-dealer or bank to another	Oct 26, 2021 over 7 d
3	E••••• J•••• national BD	R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated	Mesquite, Tx +2	Affiliated broker-dealer or bank to another	Sep 3, 2021 over 10 d
3	E••••• J•••• national BD	L•• F•••••••• L•• BD affiliated	San Diego, Ca +1	Affiliated broker-dealer or bank to another	Sep 1, 2021 over 9 d
2	E••••• J•••• national BD	C•••••• S••••• • C••• I••• national BD	Novato, Ca +1	Affiliated broker-dealer or bank to another	Aug 17, 2021 over 8 d
3	E••••• J•••• national BD	C••••• I••••••••• A••••••• L•• BD affiliated	Huntington Beach, Ca +2	Affiliated broker-dealer or bank to another	Aug 2, 2021 over 7 d
2	E••••• J•••• national BD	W•••• F•••• A••••••• wirehouse	Montpelier, Vt +1	Affiliated broker-dealer or bank to wirehouse	Jul 27, 2021
2	E••••• J•••• national BD	R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated	Helotes, Tx +1	Affiliated broker-dealer or bank to another	Jul 21, 2021 over 2 d
2	E••••• J•••• national BD	A••••••••• F•••••••• S•••••••• L•• national BD	Edinburg, Tx +1	Affiliated broker-dealer or bank to another	Jul 12, 2021 over 14 d
2	E••••• J•••• national BD	J••• M••••• S••••••••• L•• wirehouse	Irvine, Ca +1	Affiliated broker-dealer or bank to wirehouse	Jun 22, 2021 over 7 d
3	E••••• J•••• national BD	F••••••• P••••••• A•• W•••••••• A••••••• BD affiliated	Paso Robles, Ca +2	Affiliated broker-dealer or bank to another	May 27, 2021 over 11 d
4	E••••• J•••• national BD	R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated	Scottsdale, Az +2	Affiliated broker-dealer or bank to another	May 20, 2021
2	E••••• J•••• national BD	M•••••• P••••••• independent RIA	M••••••, Wi +1	Affiliated broker-dealer or bank to independent RIA	May 11, 2021 over 7 d
2	E••••• J•••• national BD	L•• F•••••••• L•• BD affiliated	St Louis, Mo	Affiliated broker-dealer or bank to another	May 4, 2021 over 2 d
2	E••••• J•••• national BD	L•• F•••••••• L•• BD affiliated	Pearland, Tx +1	Affiliated broker-dealer or bank to another	Apr 27, 2021 over 8 d
2	E••••• J•••• national BD	C••••• I••••••••• A••••••• L•• BD affiliated	Florence, Al +1	Affiliated broker-dealer or bank to another	Apr 13, 2021 over 7 d
2	E••••• J•••• national BD	F••••••• P••••••• A•• W•••••••• A••••••• BD affiliated	St Louis, Mo	Affiliated broker-dealer or bank to another	Apr 13, 2021 over 3 d
3	E••••• J•••• national BD	R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated	Schoolcraft, Mi +2	Affiliated broker-dealer or bank to another	Apr 8, 2021 over 5 d
2	E••••• J•••• national BD	R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated	Vancouver, Wa +1	Affiliated broker-dealer or bank to another	Mar 26, 2021 over 10 d
3	E••••• J•••• national BD	W•••• F•••• A••••••• wirehouse	Maryland Heights, Mo +1	Affiliated broker-dealer or bank to wirehouse	Mar 15, 2021 over 17 d
2	E••••• J•••• national BD	F••••••• P••••••• A•• W•••••••• A••••••• BD affiliated	Mundelein, Il +1	Affiliated broker-dealer or bank to another	Mar 4, 2021
3	E••••• J•••• national BD	C••••••••• W••••• A•••••••• L•• no RAUM	Colorado Springs, Co +1	Affiliated broker-dealer or bank to a newly registered adviser	Mar 2, 2021
2	E••••• J•••• national BD	L•• F•••••••• L•• BD affiliated	Del Rio, Tx +1	Affiliated broker-dealer or bank to another	Mar 2, 2021 over 3 d

Page 5 of 8Previous Next

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.