NEW ADVISERS

Edward Jones lists 35 of 179 first adviser registrations

The complete roster covers first adviser registrations dated October 21, 2026. Tiffany C. Newby’s current listed affiliation is Edward Jones; a separate branch record lists Chicago.

By Claire Bennett··2 min read

Edward Jones accounts for 35 of the 179 source-reported first adviser registrations dated October 21, 2026. Tiffany C. Newby is listed with Edward Jones, with her first adviser registration dated October 21, 2026. A separate branch-location record observed October 22 lists Chicago, Illinois; that location does not establish her residence or sole workplace.

Fisher Investments accounts for 17 registrations in the same October 21 cohort. Harrison J. Rodriguez and Danielle Naar both have first adviser registration dates of October 21, 2026, and both are listed with Fisher Investments. Their reported branch location is Tampa, Florida, in information observed October 22.

Strategic Advisers LLC accounts for nine registrations, while State Farm Investment Management Corp. accounts for seven. John R. Egan is listed with Strategic Advisers LLC, and David Ceballos with State Farm Investment Management Corp.; both have first adviser registration dates of October 21, 2026. Their reported branch locations are Merrimack, New Hampshire, and Fontana, California, respectively, in information observed October 22.

These are first adviser registration dates, not hiring dates, first industry jobs or career starts. The firm shown is the current source-listed affiliation and is not necessarily the firm where a person first registered. Reported branch locations do not establish residence or an adviser’s only workplace.

The complete population by current listed firm for the October 21 cohort is: Edward Jones, 35 people; Fisher Investments, 17; Strategic Advisers LLC, nine; State Farm Investment Management Corp., seven; and all other firms, 111.

First adviser registrations

The advisers below account for all 179 source-reported first adviser registrations on 10/21/2026. Firms and branches reflect affiliations currently reported for each adviser, which may differ from those at first registration. These dates do not establish hires or career starts, and branches do not establish residence or exclusive workplaces.

Showing rows 1–25 of 179. The CSV contains the complete table.

AdviserIndividual CRDSource snapshot dateFirst registration dateFirm in feedFirm CRDAdviser location
Abigail M. Dionne818543110/22/202610/21/2026Principal Advised Services297324Charlotte, NC
Abigail R. Dodd737423210/22/202610/21/2026Edward Jones250Griffin, GA
Adam Roche800037610/22/202610/21/2026Wealth Enhancement Advisory Services, LLC116407Raleigh, NC
Adedoyin A. Lawal804294110/22/202610/21/2026Eagle Strategies LLC110826Houston, TX
Adrin J. C. Masmela835984110/22/202610/21/2026Anacapa Financial, LLC305365Ventura, CA
Aidan Browne719728910/22/202610/21/2026Blackrock Investment Management, LLC108928Boston, MA
Aidan P. McBride640644510/22/202610/21/2026Baldwin Wealth Partners, LLC105343Marion, MA
Alan Prizant696093610/22/202610/21/2026Mora Capital Management, LLC112221Miami, FL
Alec P. Mikolajczak789300810/22/202610/21/2026Florida Financial Advisors, LLC288811St. Petersburg, FL
Alex S. Qiu836051710/22/202610/21/2026Florida Financial Advisors, LLC288811Tempe, AZ
Alexa Nelson807726310/22/202610/21/2026LPL Financial LLC6413Des Moines, IA
Alexander A. Casto831404610/22/202610/21/2026Edward Jones250Winchester, VA
Alexander A. Musco795372210/22/202610/21/2026Black Diamond Financial, LLC145108Bend, OR
Alexander J. Bauer835998210/22/202610/21/2026State Farm Investment Management Corp.3487Randolph, NJ
Alexander Tidmore821333410/22/202610/21/2026Fisher Investments107342Tampa, FL
Andre H. Norman747474310/22/202610/21/2026Gravity Advisers LLC344703Houston, TX
Andrea Schwieger832209110/22/202610/21/2026Edward Jones250New Hope, MN
Andrew F. Frazier808929810/22/202610/21/2026Osaic Wealth, Inc.23131Millersville, MD
Andrew Smilovici746419310/22/202610/21/2026Equitable Advisors, LLC6627San Francisco, CA
Anna K. Stauffer835946510/22/202610/21/2026Mercer Global Advisors Inc.147363Dallas, TX
Anna M. DeBoer755274810/22/202610/21/2026Cetera Investment Advisers LLC105644Holland, MI
Anthony G. Blasting202727110/22/202610/21/2026Cetera Investment Advisers LLC105644West Seneca, NY
Anthony J. Wilson836253810/22/202610/21/2026Black Diamond Financial, LLC145108Lutherville, MD
Anthony T. Dinderski832543010/22/202610/21/2026Equitable Advisors, LLC6627Williamsville, NY
Antonio L. Cruz828568010/22/202610/21/2026Gentrust158369Miami, FL

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