DFX Intelligence
Advisor teams
Teams that joined Edward JonesWhat counts as a teamA 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.
118 teams
| Advisors | From | To | Branch | Type | Left |
|---|---|---|---|---|---|
| 2 | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Edward Jones national BD | Santa Barbara, Ca +1 | Wirehouse to affiliated broker-dealer or bank | May 1, 2026 |
| 2 | Stifel, Nicolaus & Company, Incorporated national BD | Edward Jones national BD | Cookeville, Tn | Affiliated broker-dealer or bank to another | Apr 29, 2026 |
| 2 | Citigroup Global Markets Inc. BD affiliated | Edward Jones national BD | New York, Ny | Affiliated broker-dealer or bank to another | Apr 20, 2026 over 3 d |
| 2 | M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | E••••• J•••• national BD | Fort Lauderdale, Fl +1 | Wirehouse to affiliated broker-dealer or bank | Apr 13, 2026 over 8 d |
| 4 | C•••••• I••••••••• A••••••• S•••••••• L•• BD affiliated | E••••• J•••• national BD | Cary, Nc +1 | Affiliated broker-dealer or bank to another | Mar 5, 2026 over 20 d |
| 2 | N•••••• A•••••••• L•• BD affiliated | E••••• J•••• national BD | San Francisco, Ca +1 | Affiliated broker-dealer or bank to another | Jan 5, 2026 |
| 2 | J••• M••••• S••••••••• L•• wirehouse | E••••• J•••• national BD | Allen, Tx +1 | Wirehouse to affiliated broker-dealer or bank | Dec 1, 2025 over 13 d |
| 2 | M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | E••••• J•••• national BD | Southport, Nc +1 | Wirehouse to affiliated broker-dealer or bank | Oct 24, 2025 over 3 d |
| 2 | A••••••••• F•••••••• S•••••••• L•• national BD | E••••• J•••• national BD | Canton, Ma +1 | Affiliated broker-dealer or bank to another | Sep 2, 2025 over 8 d |
| 2 | M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | E••••• J•••• national BD | Fairfax, Va +1 | Wirehouse to affiliated broker-dealer or bank | Sep 2, 2025 over 2 d |
| 2 | I••••••••• F•••••••• G••••• L•• BD affiliated | E••••• J•••• national BD | Victorville, Ca +1 | Affiliated broker-dealer or bank to another | Jul 28, 2025 over 9 d |
| 2 | L•• F•••••••• L•• BD affiliated | E••••• J•••• national BD | Avon, In +1 | Affiliated broker-dealer or bank to another | Jul 23, 2025 over 7 d |
| 2 | J••• M••••• S••••••••• L•• wirehouse | E••••• J•••• national BD | Grand Prairie, Tx +1 | Wirehouse to affiliated broker-dealer or bank | Jul 23, 2025 over 1 d |
| 2 | M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | E••••• J•••• national BD | Bakersfield, Ca +1 | Wirehouse to affiliated broker-dealer or bank | Jul 22, 2025 over 8 d |
| 2 | E•••••• A••••••• G••••• L•• BD affiliated | E••••• J•••• national BD | Greenwood Village, Co | Affiliated broker-dealer or bank to another | Jul 1, 2025 over 6 d |
| 2 | M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | E••••• J•••• national BD | San Diego, Ca +1 | Wirehouse to affiliated broker-dealer or bank | Jun 20, 2025 over 13 d |
| 2 | M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | E••••• J•••• national BD | Fargo, Nd | Wirehouse to affiliated broker-dealer or bank | Jun 3, 2025 over 9 d |
| 2 | M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | E••••• J•••• national BD | Canton, Oh +1 | Wirehouse to affiliated broker-dealer or bank | Jun 2, 2025 over 7 d |
| 2 | A•••• F•••••••• S••••••••• G••••• L•• independent RIA | E••••• J•••• national BD | New Albany, In | RIA to affiliated broker-dealer or bank | May 28, 2025 over 5 d |
| 2 | M••••• G•••• I••••••••• A•••••••• L•• independent RIA | E••••• J•••• national BD | St Louis, Mo | RIA to affiliated broker-dealer or bank | May 27, 2025 over 3 d |
| 2 | C•••••••• G••••• M•••••• I••• BD affiliated | E••••• J•••• national BD | San Antonio, Tx | Affiliated broker-dealer or bank to another | May 8, 2025 over 5 d |
| 2 | W•••• F•••• A••••••• wirehouse | E••••• J•••• national BD | Concord, Ca +1 | Wirehouse to affiliated broker-dealer or bank | Mar 20, 2025 over 13 d |
| 2 | J••• M••••• S••••••••• L•• wirehouse | E••••• J•••• national BD | Plano, Tx +1 | Wirehouse to affiliated broker-dealer or bank | Mar 4, 2025 over 2 d |
| 3 | M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | E••••• J•••• national BD | Stone Ridge, Va +2 | Wirehouse to affiliated broker-dealer or bank | Jan 31, 2025 over 6 d |
| 3 | M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | E••••• J•••• national BD | Tucson, Az | Wirehouse to affiliated broker-dealer or bank | Dec 24, 2024 |
| 2 | U••• B•••••• I••••••••• I••• BD affiliated | E••••• J•••• national BD | Mount Vernon, Il +1 | Affiliated broker-dealer or bank to another | Nov 18, 2024 |
| 2 | M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | E••••• J•••• national BD | Fort Lauderdale, Fl +1 | Wirehouse to affiliated broker-dealer or bank | Nov 7, 2024 over 9 d |
| 2 | J••• M••••• S••••••••• L•• wirehouse | E••••• J•••• national BD | Aubrey, Tx +1 | Wirehouse to affiliated broker-dealer or bank | Nov 5, 2024 over 12 d |
| 2 | V••••••• A•••••••• I••• BD affiliated | E••••• J•••• national BD | Charlotte, Nc | Affiliated broker-dealer or bank to another | Oct 17, 2024 over 14 d |
| 3 | M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | E••••• J•••• national BD | Morgan Hill, Ca +2 | Wirehouse to affiliated broker-dealer or bank | Sep 25, 2024 over 9 d |
| 2 | R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated | E••••• J•••• national BD | Nazareth, Pa +1 | Affiliated broker-dealer or bank to another | Sep 20, 2024 over 4 d |
| 2 | M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | E••••• J•••• national BD | Shreveport, La +1 | Wirehouse to affiliated broker-dealer or bank | Sep 10, 2024 over 9 d |
| 2 | M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | E••••• J•••• national BD | Northbrook, Il +1 | Wirehouse to affiliated broker-dealer or bank | Sep 4, 2024 over 2 d |
| 4 | M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | E••••• J•••• national BD | Jacksonville, Fl +1 | Wirehouse to affiliated broker-dealer or bank | Jul 30, 2024 over 16 d |
| 2 | N•••••• W••••• M••••••••• independent RIA | E••••• J•••• national BD | Neenah, Wi +1 | RIA to affiliated broker-dealer or bank | Jul 1, 2024 |
| 2 | W•••• F•••• A••••••• wirehouse | E••••• J•••• national BD | San Diego, Ca +1 | Wirehouse to affiliated broker-dealer or bank | Jun 14, 2024 over 13 d |
| 2 | M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | E••••• J•••• national BD | Lake Mary, Fl +1 | Wirehouse to affiliated broker-dealer or bank | Jun 6, 2024 |
| 2 | M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | E••••• J•••• national BD | Frisco, Tx +1 | Wirehouse to affiliated broker-dealer or bank | May 28, 2024 over 10 d |
| 2 | M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | E••••• J•••• national BD | Naperville, Il +1 | Wirehouse to affiliated broker-dealer or bank | May 14, 2024 over 8 d |
| 2 | J••• M••••• S••••••••• L•• wirehouse | E••••• J•••• national BD | San Francisco, Ca +1 | Wirehouse to affiliated broker-dealer or bank | May 11, 2024 |
| 2 | M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | E••••• J•••• national BD | Vienna, Va +1 | Wirehouse to affiliated broker-dealer or bank | Apr 29, 2024 over 14 d |
| 2 | M••••• S•••••• wirehouse | E••••• J•••• national BD | Potomac, Md +1 | Wirehouse to affiliated broker-dealer or bank | Apr 22, 2024 over 8 d |
| 2 | W•••• F•••• A••••••• wirehouse | E••••• J•••• national BD | Wilmington, Nc +1 | Wirehouse to affiliated broker-dealer or bank | Apr 10, 2024 over 14 d |
| 2 | T••••••• I••••••••• M••••••••• I••• BD affiliated | E••••• J•••• national BD | Minneapolis, Mn | Affiliated broker-dealer or bank to another | Apr 6, 2024 over 2 d |
| 3 | M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | E••••• J•••• national BD | Woodland Hills, Ca +2 | Wirehouse to affiliated broker-dealer or bank | Mar 26, 2024 over 6 d |
| 2 | M••••• S•••••• wirehouse | E••••• J•••• national BD | San Francisco, Ca +1 | Wirehouse to affiliated broker-dealer or bank | Mar 21, 2024 |
| 2 | F••••••• P••••••• A•• W•••••••• A••••••• BD affiliated | E••••• J•••• national BD | Westlake, Tx +1 | Affiliated broker-dealer or bank to another | Mar 20, 2024 over 14 d |
| 3 | M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | E••••• J•••• national BD | New York, Ny +1 | Wirehouse to affiliated broker-dealer or bank | Jan 16, 2024 over 2 d |
| 2 | C•••••• S••••• • C••• I••• national BD | E••••• J•••• national BD | Westlake, Tx +1 | Affiliated broker-dealer or bank to another | Jan 9, 2024 over 1 d |
| 2 | W•••• F•••• A••••••• wirehouse | E••••• J•••• national BD | St Louis, Mo | Wirehouse to affiliated broker-dealer or bank | Dec 19, 2023 over 2 d |
| 2 | F•••• C•••••• A••••••• S••••••• BD affiliated | E••••• J•••• national BD | Fort Worth, Tx | Affiliated broker-dealer or bank to another | Aug 31, 2023 |
| 2 | M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | E••••• J•••• national BD | Melville, Ny | Wirehouse to affiliated broker-dealer or bank | Aug 8, 2023 over 13 d |
| 2 | M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | E••••• J•••• national BD | Midland, Tx +1 | Wirehouse to affiliated broker-dealer or bank | Jul 26, 2023 over 13 d |
| 2 | M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | E••••• J•••• national BD | Redding, Ca +1 | Wirehouse to affiliated broker-dealer or bank | May 31, 2023 over 1 d |
| 2 | U•• F•••••••• S••••••• I••• wirehouse | E••••• J•••• national BD | Weehawken, Nj | Wirehouse to affiliated broker-dealer or bank | May 24, 2023 over 6 d |
| 2 | L•• F•••••••• L•• BD affiliated | E••••• J•••• national BD | Goshen, In | Affiliated broker-dealer or bank to another | May 16, 2023 over 2 d |
| 2 | C•••••• C••••• G••••• I••• no RAUM | E••••• J•••• national BD | Los Angeles, Ca | Other | Apr 3, 2023 |
| 2 | S•••••• N••••••• • C••••••• I••••••••• national BD | E••••• J•••• national BD | St Louis, Mo | Affiliated broker-dealer or bank to another | Mar 24, 2023 over 5 d |
| 3 | M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse | E••••• J•••• national BD | New York, Ny +1 | Wirehouse to affiliated broker-dealer or bank | Jan 20, 2023 over 11 d |
| 2 | T• A••••••••• I••• no RAUM | E••••• J•••• national BD | Westlake, Tx | Other | Oct 14, 2022 |
derived from registration dates
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