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
5	Edward Jones national BD	Raymond James Financial Services Advisors, Inc BD affiliated	Milford, Oh +2	Affiliated broker-dealer or bank to another	Mar 1, 2021 over 8 d
2	Edward Jones national BD	Fidelity Personal And Workplace Advisors BD affiliated	Spring, Tx +1	Affiliated broker-dealer or bank to another	Feb 25, 2021 over 8 d
3	Edward Jones national BD	LPL Financial LLC BD affiliated	St Louis, Mo +1	Affiliated broker-dealer or bank to another	Feb 18, 2021 over 22 d
2	E••••• J•••• national BD	L•• F•••••••• L•• BD affiliated	La Mesa, Ca +1	Affiliated broker-dealer or bank to another	Feb 1, 2021 over 7 d
2	E••••• J•••• national BD	J••• M••••• S••••••••• L•• wirehouse	St Louis, Mo	Affiliated broker-dealer or bank to wirehouse	Jan 29, 2021 over 4 d
2	E••••• J•••• national BD	P•••••• A•••••• G••••• L•• BD affiliated	St Louis, Mo	Affiliated broker-dealer or bank to another	Jan 20, 2021 over 1 d
2	E••••• J•••• national BD	R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated	Easley, Sc	Affiliated broker-dealer or bank to another	Nov 17, 2020
2	E••••• J•••• national BD	A••••••••• F•••••••• S•••••••• L•• national BD	Portland, Me +1	Affiliated broker-dealer or bank to another	Nov 17, 2020
2	E••••• J•••• national BD	E•••••••• A•••••••• L•• national BD	Pinehurst, Nc +1	Affiliated broker-dealer or bank to another	Nov 10, 2020 over 9 d
2	E••••• J•••• national BD	L•• F•••••••• L•• BD affiliated	Keller, Tx +1	Affiliated broker-dealer or bank to another	Oct 21, 2020 over 9 d
3	E••••• J•••• national BD	C••••••••• F•••••••• N•••••• national BD	Newark, Ny +2	Affiliated broker-dealer or bank to another	Oct 20, 2020 over 6 d
2	E••••• J•••• national BD	F••••••• P••••••• A•• W•••••••• A••••••• BD affiliated	Ft Worth, Tx +1	Affiliated broker-dealer or bank to another	Oct 7, 2020 over 6 d
2	E••••• J•••• national BD	M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse	Corpus Christi, Tx +1	Affiliated broker-dealer or bank to wirehouse	Sep 21, 2020 over 1 d
2	E••••• J•••• national BD	A••••••••• F•••••••• S•••••••• L•• national BD	Lexington, Sc +1	Affiliated broker-dealer or bank to another	Sep 9, 2020
3	E••••• J•••• national BD	R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated	St Louis, Mo	Affiliated broker-dealer or bank to another	Sep 1, 2020 over 8 d
3	E••••• J•••• national BD	R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated	Temple, Tx +2	Affiliated broker-dealer or bank to another	Sep 1, 2020 over 21 d
2	E••••• J•••• national BD	M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse	St Louis, Mo +1	Affiliated broker-dealer or bank to wirehouse	Sep 1, 2020 over 1 d
3	E••••• J•••• national BD	J••• M••••• S••••••••• L•• wirehouse	Plano, Tx +1	Affiliated broker-dealer or bank to wirehouse	Aug 11, 2020 over 14 d
2	E••••• J•••• national BD	W•••• F•••• A••••••• wirehouse	St Louis, Mo	Affiliated broker-dealer or bank to wirehouse	Jun 29, 2020
2	E••••• J•••• national BD	A••••••••• F•••••••• S•••••••• L•• national BD	Dallas, Tx +1	Affiliated broker-dealer or bank to another	Jun 22, 2020 over 7 d
2	E••••• J•••• national BD	M••••• S•••••• wirehouse	St Louis, Mo +1	Affiliated broker-dealer or bank to wirehouse	Jun 16, 2020
2	E••••• J•••• national BD	F••••••• P••••••• A•• W•••••••• A••••••• BD affiliated	El Paso, Tx +1	Affiliated broker-dealer or bank to another	Jun 1, 2020 over 8 d
2	E••••• J•••• national BD	F••••••• P••••••• A•• W•••••••• A••••••• BD affiliated	St Louis, Mo	Affiliated broker-dealer or bank to another	May 14, 2020 over 12 d
2	E••••• J•••• national BD	F••••••• P••••••• A•• W•••••••• A••••••• BD affiliated	Bothell, Wa +1	Affiliated broker-dealer or bank to another	May 6, 2020 over 12 d
2	E••••• J•••• national BD	W•••• F•••• A••••••• wirehouse	Gilroy, Ca +1	Affiliated broker-dealer or bank to wirehouse	Mar 3, 2020 over 2 d
2	E••••• J•••• national BD	L•• F•••••••• L•• BD affiliated	Lake Forest, Il +1	Affiliated broker-dealer or bank to another	Feb 27, 2020 over 8 d
2	E••••• J•••• national BD	M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse	Des Moines, Wa +1	Affiliated broker-dealer or bank to wirehouse	Feb 26, 2020 over 14 d
2	E••••• J•••• national BD	W•••• F•••• A••••••• wirehouse	Maryland Heights, Mo +1	Affiliated broker-dealer or bank to wirehouse	Feb 25, 2020 over 14 d
2	E••••• J•••• national BD	R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated	Staunton, Va +1	Affiliated broker-dealer or bank to another	Feb 17, 2020
2	E••••• J•••• national BD	M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse	St Louis, Mo	Affiliated broker-dealer or bank to wirehouse	Feb 12, 2020 over 9 d
2	E••••• J•••• national BD	J••• M••••• S••••••••• L•• wirehouse	Santa Rosa, Ca +1	Affiliated broker-dealer or bank to wirehouse	Feb 7, 2020 over 13 d
2	E••••• J•••• national BD	F••••••• P••••••• A•• W•••••••• A••••••• BD affiliated	Marietta, Ga +1	Affiliated broker-dealer or bank to another	Feb 6, 2020 over 14 d
2	E••••• J•••• national BD	J••• M••••• S••••••••• L•• wirehouse	Garland, Tx +1	Affiliated broker-dealer or bank to wirehouse	Feb 6, 2020 over 6 d
3	E••••• J•••• national BD	W•••• F•••• A••••••• wirehouse	St Louis, Mo	Affiliated broker-dealer or bank to wirehouse	Jan 10, 2020 over 11 d
3	E••••• J•••• national BD	L•• F•••••••• L•• BD affiliated	St Louis, Mo	Affiliated broker-dealer or bank to another	Jan 9, 2020 over 11 d
2	E••••• J•••• national BD	L•• F•••••••• L•• BD affiliated	Maryland Heights, Mo +1	Affiliated broker-dealer or bank to another	Dec 2, 2019 over 2 d
2	E••••• J•••• national BD	C•••••• S••••• • C••• I••• national BD	Addison, Tx +1	Affiliated broker-dealer or bank to another	Nov 15, 2019
2	E••••• J•••• national BD	C••••••••• F•••••••• N•••••• national BD	Westworth Village, Tx +1	Affiliated broker-dealer or bank to another	Nov 8, 2019
2	E••••• J•••• national BD	R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated	St Louis, Mo	Affiliated broker-dealer or bank to another	Oct 27, 2019 over 9 d
2	E••••• J•••• national BD	R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated	Security, Co +1	Affiliated broker-dealer or bank to another	Aug 21, 2019
2	E••••• J•••• national BD	M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse	Maryland Heights, Mo +1	Affiliated broker-dealer or bank to wirehouse	Jul 24, 2019
2	E••••• J•••• national BD	W•••• F•••• A••••••• wirehouse	St Louis, Mo +1	Affiliated broker-dealer or bank to wirehouse	Jul 19, 2019 over 13 d
2	E••••• J•••• national BD	L•• F•••••••• L•• independent RIA	Riverside, Mo +1	Affiliated broker-dealer or bank to independent RIA	Jul 10, 2019 over 1 d
2	E••••• J•••• national BD	S•• BD affiliated	Dexter, Mi +1	Affiliated broker-dealer or bank to another	May 31, 2019 over 12 d
2	E••••• J•••• national BD	W•••• F•••• A••••••• wirehouse	Cornelius, Nc +1	Affiliated broker-dealer or bank to wirehouse	May 15, 2019 over 3 d
2	E••••• J•••• national BD	R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated	Waterville, Oh	Affiliated broker-dealer or bank to another	Apr 23, 2019 over 2 d
2	E••••• J•••• national BD	J••• M••••• S••••••••• L•• wirehouse	Katy, Tx +1	Affiliated broker-dealer or bank to wirehouse	Apr 11, 2019 over 5 d
2	E••••• J•••• national BD	L•• F•••••••• L•• independent RIA	St Louis, Mo	Affiliated broker-dealer or bank to independent RIA	Mar 14, 2019 over 6 d
2	E••••• J•••• national BD	C•••••• S••••• • C••• I••• national BD	Costa Mesa, Ca +1	Affiliated broker-dealer or bank to another	Mar 8, 2019 over 11 d
2	E••••• J•••• national BD	M••••• G•••• I••••••••• A•••••••• L•• independent RIA	St Louis, Mo +1	Affiliated broker-dealer or bank to independent RIA	Feb 28, 2019 over 5 d
2	E••••• J•••• national BD	M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse	St Louis, Mo	Affiliated broker-dealer or bank to wirehouse	Feb 26, 2019 over 9 d
2	E••••• J•••• national BD	R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated	Atmore, Al +1	Affiliated broker-dealer or bank to another	Feb 14, 2019 over 12 d
2	E••••• J•••• national BD	R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated	Morgan City, La	Affiliated broker-dealer or bank to another	Feb 14, 2019
2	E••••• J•••• national BD	J••• M••••• S••••••••• L•• wirehouse	Brownsburg, In +1	Affiliated broker-dealer or bank to wirehouse	Nov 1, 2018 over 13 d
2	E••••• J•••• national BD	T••••••• I••••••••• M••••••••• I••• BD affiliated	St Louis, Mo	Affiliated broker-dealer or bank to another	Oct 8, 2018 over 14 d
2	E••••• J•••• national BD	L•• F•••••••• L•• independent RIA	Maryland Heights, Mo +1	Affiliated broker-dealer or bank to independent RIA	Oct 8, 2018
2	E••••• J•••• national BD	F••••••• P••••••• A•• W•••••••• A••••••• BD affiliated	Maryland Heights, Mo +1	Affiliated broker-dealer or bank to another	Aug 27, 2018 over 1 d
2	E••••• J•••• national BD	C••••• I••••••••• A••••••• L•• BD affiliated	Saint Louis, Mo +1	Affiliated broker-dealer or bank to another	Aug 24, 2018 over 14 d
2	E••••• J•••• national BD	M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse	St Louis, Mo	Affiliated broker-dealer or bank to wirehouse	Aug 24, 2018 over 3 d
2	E••••• J•••• national BD	J••• M••••• S••••••••• L•• wirehouse	Gilbert, Az +1	Affiliated broker-dealer or bank to wirehouse	Jul 18, 2018 over 6 d

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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.