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·Edition ·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 51–75 of 179. The CSV contains the complete table.
| Adviser | Individual CRD | Source snapshot date | First registration date | Firm in feed | Firm CRD | Adviser location |
|---|---|---|---|---|---|---|
| Danica L. Griffith | 5549199 | 10/22/2026 | 10/21/2026 | Sage Mountain Advisors, LLC | 298593 | Pittsburgh, PA |
| Daniel C. McMullen | 8349530 | 10/22/2026 | 10/21/2026 | Stokes Family Office LLC | 300899 | New Orleans, LA |
| Danielle Naar | 8340502 | 10/22/2026 | 10/21/2026 | Fisher Investments | 107342 | Tampa, FL |
| David Ceballos | 8361960 | 10/22/2026 | 10/21/2026 | State Farm Investment Management Corp. | 3487 | Fontana, CA |
| Davis C. Wheeler | 8320427 | 10/22/2026 | 10/21/2026 | Edward Jones | 250 | Arlington, VA |
| Derek Patterson | 8211963 | 10/22/2026 | 10/21/2026 | Northwestern Mutual Investment Services, LLC | 2881 | Oklahoma City, OK |
| Dianna M. Weaver | 5200747 | 10/22/2026 | 10/21/2026 | Raymond James Financial Services Advisors, Inc. | 149018 | Sarasota, FL |
| Dustin D. Devenport | 5979268 | 10/22/2026 | 10/21/2026 | FBL Wealth Management, LLC | 291396 | West Des Moines, IA |
| Dwayne Samboy | 4462453 | 10/22/2026 | 10/21/2026 | Arete Wealth Advisors, LLC | 145488 | Sunrise, FL |
| Edward J. Claire | 1814237 | 10/22/2026 | 10/21/2026 | Double Eagle Partners, LLC | 321963 | Southport, NC |
| Elizabeth J. Murphy | 8338885 | 10/22/2026 | 10/21/2026 | Ieq Capital, LLC | 301819 | San Francisco, CA |
| Elizabeth S. Merkin | 8355795 | 10/22/2026 | 10/21/2026 | Simplyria Advisor Network | 154494 | Tampa, FL |
| Eric Holzer | 8128432 | 10/22/2026 | 10/21/2026 | LPL Financial LLC | 6413 | Aberdeen, SD |
| Ethan Aiello | 8337755 | 10/22/2026 | 10/21/2026 | Fisher Investments | 107342 | Plano, TX |
| Francisco A. Gonzales | 8339767 | 10/22/2026 | 10/21/2026 | Qubera Wealth Management | 161389 | Pasadena, CA |
| Franklin J. Estrada | 8323685 | 10/22/2026 | 10/21/2026 | Edward Jones | 250 | St. Louis, MO |
| Gabriel A. Bussemey | 8238138 | 10/22/2026 | 10/21/2026 | Cetera Investment Advisers LLC | 105644 | Austin, TX |
| Garrett L. Johnson | 7429362 | 10/22/2026 | 10/21/2026 | UBS Financial Services Inc. | 8174 | Lincoln, NE |
| Gavin Derro | 8101715 | 10/22/2026 | 10/21/2026 | Merrill Lynch, Pierce, Fenner & Smith Incorporated | 7691 | Columbia, MD |
| Gavin Flatch | 8360366 | 10/22/2026 | 10/21/2026 | AE Wealth Management, LLC | 282580 | Camp Hill, PA |
| Gilbert Caraveo | 8025410 | 10/22/2026 | 10/21/2026 | Strategic Advisers LLC | 104555 | Temecula, CA |
| Gunnar Jessen | 5791508 | 10/22/2026 | 10/21/2026 | PFS Investments Inc. | 10111 | Belton, TX |
| Harrison J. Rodriguez | 8340503 | 10/22/2026 | 10/21/2026 | Fisher Investments | 107342 | Tampa, FL |
| Holliday C. Thomas | 8320324 | 10/22/2026 | 10/21/2026 | Edward Jones | 250 | Seneca, SC |
| Isaac J. Patterson | 7926182 | 10/22/2026 | 10/21/2026 | Edward Jones | 250 | Overland Park, KS |