140 first-registration records observed on Sep 24, 2026; Edward Jones appears with 21

A single-day roster of 140 first-registration records

On Sep 24, 2026, the IAPD roster showed 140 first-registration records, according to AUMSearch data. Edward Jones appeared with 21 records, Strategic Advisers LLC and Goldman Sachs Wealth Services, L.P. each with 11, and Merrill Lynch, Pierce, Fenner & Smith Incorporated with 8. The remaining 89 records were spread across all other firms.

These are first-registration records, derived from the earliest employment-history entry that resolves to a known registered firm. They are not filing dates or verified hiring dates, and a record date does not confirm a job move or an effective registration.

Selected new advisers

Among the Edward Jones records are Gavin E. Keane, with a reported branch in Suffield, Connecticut, and Richard Schulz, with a branch in Philadelphia. Strategic Advisers LLC records include James Mullen of Coventry, Rhode Island, and Alec S. Beach of Walnut Creek, California.

Goldman Sachs Wealth Services, L.P. appears with Oliver DeFerrari of Dallas and Brendan G. Becker of Troy, Michigan. Merrill Lynch records include Andrea M. Torcates of Frisco, Texas, and Sindhu E. Marakkanam of Fort Worth, Texas.

Each location is the first listed branch distinct from the firm business address when available, or the first listed branch otherwise. It is not necessarily the adviser's only workplace or residence.

The 140 records break down as 21 for Edward Jones, 11 for Strategic Advisers LLC, 11 for Goldman Sachs Wealth Services, L.P., 8 for Merrill Lynch, and 89 for all other firms. The snapshot date is Sep 24, 2026; the branch source date for these records is Sep 28, 2026. The data does not establish motives, client moves, or future plans, and the selected firm counts are examples rather than a complete ranking of every firm in the roster.

Complete record list

The full-period list contains 140 records. The homepage breakdown covers the complete list: Edward Jones (21); Strategic Advisers LLC (11); Goldman Sachs Wealth Services, L.P. (11); Merrill Lynch, Pierce, Fenner & Smith Incorporated (8); All other firms (89).

The list below includes all 140 records observed on 09/24/2026. Dates derive from the earliest employment-history entry resolving to a known registered firm; they are not verified hiring or licensing dates. Each adviser location comes from that individual’s matching IAPD affiliation. When the source lists several branches, the displayed location is the first one distinct from the firm business address, or the first listed branch if none is distinct. It is not verified as the adviser’s residence or sole workplace.