NEW ADVISERS
Edward Jones lists 18; 128 first adviser registrations
The complete roster counts first adviser registrations dated October 22, 2026. Thomas Y. Pruden’s first registration date was October 22; the branch information was observed October 23.
By Maya Chen·Edition ·1 min read
Thomas Y. Pruden is among 128 people with source-reported first adviser registrations dated October 22, 2026. His listed current firm is Edward Jones. That firm accounts for 18 people in the complete roster.
The roster counts first adviser registrations within the selected one-day window, not feed arrivals or newly listed firm affiliations. A first adviser registration does not establish a hiring date, career start, or first job in the industry. The firm shown is the current source-listed affiliation and is not necessarily where the person first registered.
Edward Jones has the largest listed-firm category in the supplied breakdown, with 18 people. LPL Financial LLC accounts for seven, Wells Fargo Clearing Services, LLC for six, and State Farm Investment Management Corp. for five.
Other named examples in the October 22 registration window include Jacob D. Pirucki, listed with Edward Jones, and Rebecca A. Isaacs, listed with LPL Financial LLC. Their first adviser registration dates were October 22, 2026. Branch information for these individuals was observed October 23, a separate date from their first-registration dates.
First adviser registrations
The advisers below account for all 128 source-reported first adviser registrations on 10/22/2026. 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 26–50 of 128. The CSV contains the complete table.
| Adviser | Individual CRD | Source snapshot date | First registration date | Firm in feed | Firm CRD | Adviser location |
|---|---|---|---|---|---|---|
| Caden B. Emerson | 8342376 | 10/23/2026 | 10/22/2026 | Ameriprise Financial Services, LLC | 6363 | Winter Park, FL |
| Caitlin E. Hess | 8240950 | 10/23/2026 | 10/22/2026 | Edward Jones | 250 | Millsboro, DE |
| Caitlin Schauer | 7978569 | 10/23/2026 | 10/22/2026 | UBS Financial Services Inc. | 8174 | Cincinnati, OH |
| Cameron Bowling | 8260614 | 10/23/2026 | 10/22/2026 | Thrivent Investment Management Inc. | 18387 | Minneapolis, MN |
| Charley Rich | 7929245 | 10/23/2026 | 10/22/2026 | Stifel, Nicolaus & Company, Incorporated | 793 | Washington, DC |
| Chase R. Hoke | 8320225 | 10/23/2026 | 10/22/2026 | Wells Fargo Clearing Services, LLC | 19616 | Murfreesboro, TN |
| Christian J. Hoffman | 8223045 | 10/23/2026 | 10/22/2026 | Cetera Investment Advisers LLC | 105644 | Steubenville, OH |
| Christian N. Dursteler | 7543361 | 10/23/2026 | 10/22/2026 | The Rice Partnership, LLC | 135701 | Honolulu, HI |
| Cody Harlan | 7708439 | 10/23/2026 | 10/22/2026 | Wells Fargo Advisors Financial Network, LLC | 11025 | Beatrice, NE |
| Colin M. Trout | 6958960 | 10/23/2026 | 10/22/2026 | Northwestern Mutual Investment Services, LLC | 2881 | Saint Louis, MO |
| Colton D. V. Werf | 8351296 | 10/23/2026 | 10/22/2026 | Royal Fund Management, LLC | 144434 | Clive, IA |
| Connor R. Rosenblum | 7990249 | 10/23/2026 | 10/22/2026 | Merrill Lynch, Pierce, Fenner & Smith Incorporated | 7691 | Raleigh, NC |
| Craig D. Cummings | 2002983 | 10/23/2026 | 10/22/2026 | BCS Private Wealth Management | 174761 | Atlantic Highlands, NJ |
| Craig M. Heisserer | 5880824 | 10/23/2026 | 10/22/2026 | State Farm Investment Management Corp. | 3487 | Poplar Bluff, MO |
| Darya V. Kolpakova | 7201803 | 10/23/2026 | 10/22/2026 | T. Rowe Price Advisory Services, Inc. | 108958 | Colorado Springs, CO |
| David A. Zeballos | 6269663 | 10/23/2026 | 10/22/2026 | Campeones FC LLC | 344699 | Trophy Club, TX |
| David Kalavsky | 5416571 | 10/23/2026 | 10/22/2026 | Edward Jones | 250 | Carmel, IN |
| David M. Zevnik | 8030755 | 10/23/2026 | 10/22/2026 | Harbour Investments, Inc. | 19258 | Bloomington, MN |
| Devin Pearson | 8355773 | 10/23/2026 | 10/22/2026 | State Farm Investment Management Corp. | 3487 | Bentonville, AR |
| Dwight Wagaman | 8222959 | 10/23/2026 | 10/22/2026 | Ameriprise Financial Services, LLC | 6363 | Virginia Beach, VA |
| Dylan Kasper | 8354260 | 10/23/2026 | 10/22/2026 | Hornor, Townsend & Kent, LLC | 4031 | Mount Juliet, TN |
| Edward F. Walton | 7042382 | 10/23/2026 | 10/22/2026 | J.P. Morgan Securities LLC | 79 | Baltimore, MD |
| Elainia S. Holloman | 6785076 | 10/23/2026 | 10/22/2026 | PFS Investments Inc. | 10111 | El Segundo, CA |
| Elizabeth J. Wheeler | 8346155 | 10/23/2026 | 10/22/2026 | Leading Edge Financial Planning LLC | 277149 | Knoxville, TN |
| Erin N. Kasmarik-Mallett | 8323961 | 10/23/2026 | 10/22/2026 | Transamerica Financial Advisors, LLC | 16164 | Otsego, MN |