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··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 76–100 of 128. The CSV contains the complete table.

AdviserIndividual CRDSource snapshot dateFirst registration dateFirm in feedFirm CRDAdviser location
John R. Durant833421210/23/202610/22/2026&Partners3767Clayton, MO
Joseph Palatella797753510/23/202610/22/2026Wells Fargo Clearing Services, LLC19616La Jolla, CA
Julie A. Laughlin625618210/23/202610/22/2026Inter Advisors LLC336420Liberty, MO
Justin H. Park835946710/23/202610/22/2026Mcadam LLC170914Monroe Township, NJ
Kellen M. Finan834960910/23/202610/22/2026Souders Financial Advisors, LLC296780Cincinnati, OH
Kelsey S. Nash830976910/23/202610/22/2026Nash Financial Planning343545Spokane, WA
Kenton Mennie687812210/23/202610/22/2026Raymond James & Associates, Inc.705Annapolis, MD
Lanee M. Nawrocki810397710/23/202610/22/2026Robert W. Baird & Co. Incorporated8158Scottsdale, AZ
Lauren M. Johnson589084410/23/202610/22/2026Charles Schwab & Co., Inc.5393Indianapolis, IN
Lizeth D. Kishel762854610/23/202610/22/2026Modera Wealth Management, LLC155649Plantation, FL
Logan McNaney834319810/23/202610/22/2026Equitable Advisors, LLC6627Glenelg, MD
Lucas Dauch637753310/23/202610/22/2026Performance Wealth311735Hinsdale, IL
Madeline H. Ledbury831082710/23/202610/22/2026T. Rowe Price Advisory Services, Inc.108958Owings Mills, MD
Madison L. Morris830416710/23/202610/22/2026Strategic Advisers LLC104555Cambridge, MA
Marios Andreou825779610/23/202610/22/2026Strategic Advisers LLC104555Portland, OR
Mark J. Rickelman217525210/23/202610/22/2026Raymond James Financial Services Advisors, Inc.149018Ferdinand, IN
Mary C. Gentry617162110/23/202610/22/2026Morgan Stanley149777Columbus, OH
Mason J. Butler768454010/23/202610/22/2026Focus Partners Wealth, LLC159289Chicago, IL
Matthew J. Sugden480464710/23/202610/22/2026LPL Financial LLC6413Natick, MA
Matthew R. Rincon831351610/23/202610/22/2026GDS Wealth Management315934Flower Mound, TX
Michael K. Conitz809910510/23/202610/22/2026UBS Financial Services Inc.8174Naples, FL
Michelle B. Cypret767332710/23/202610/22/2026Edward Jones250St. Louis, MO
Monica M. Kirkland830115110/23/202610/22/2026Edward Jones250St. Louis, MO
Montana L. Vega713512810/23/202610/22/2026GDS Wealth Management315934Flower Mound, TX
Nathan A. Mecher722904510/23/202610/22/2026Charles Schwab & Co., Inc.5393Chicago, IL

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