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 other	La Grange, Il +1	Other	Oct 26, 2015
2	Edward Jones national BD	Wells Fargo Advisors wirehouse	St Louis, Mo	Affiliated broker-dealer or bank to wirehouse	Oct 12, 2015 over 1 d
2	Edward Jones national BD	Equitable Advisors, LLC national BD	St Louis, Mo	Affiliated broker-dealer or bank to another	Oct 1, 2015 over 7 d
2	E••••• J•••• national BD	W•••• F•••• A••••••• wirehouse	Hayden, Id +1	Affiliated broker-dealer or bank to wirehouse	Sep 25, 2015
2	E••••• J•••• national BD	A••••• A•• P••••••• S••••••• other	St Louis, Mo	Other	Sep 18, 2015 over 6 d
2	E••••• J•••• national BD	B••••••• F• E•••••• • C••••••• I••••••••• other	Decatur, Il +1	Other	Sep 14, 2015
2	E••••• J•••• national BD	W•••• F•••• A••••••• wirehouse	St Louis, Mo	Affiliated broker-dealer or bank to wirehouse	Sep 3, 2015 over 6 d
2	E••••• J•••• national BD	A••••••••• F•••••••• S•••••••• L•• national BD	Weatherford, Tx +1	Affiliated broker-dealer or bank to another	Jul 27, 2015 over 7 d
2	E••••• J•••• national BD	M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse	Tempe, Az +1	Affiliated broker-dealer or bank to wirehouse	Jul 27, 2015 over 8 d
2	E••••• J•••• national BD	R•••••• J•••• • A••••••••• I••• national BD	St Louis, Mo +1	Affiliated broker-dealer or bank to another	Apr 9, 2015 over 14 d
2	E••••• J•••• national BD	P•• W••••• M••••••••• other	Maryland Heights, Mo +1	Other	Feb 27, 2015 over 5 d
2	E••••• J•••• national BD	W•••• F•••• A••••••• wirehouse	St Louis, Mo	Affiliated broker-dealer or bank to wirehouse	Feb 20, 2015 over 11 d
4	E••••• J•••• national BD	P•• W••••• M••••••••• other	Maryland Heights, Mo +2	Other	Jan 28, 2015 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	Jan 14, 2015 over 7 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.