NEW ADVISERS

Edward Jones lists 16 people among 176 first adviser registrations

The 176 first adviser registrations were dated November 10, 2026. The listed firm is a current affiliation, not necessarily where an adviser first registered.

By Claire Bennett··1 min read

Carlos E. Cuellar had a source-reported first adviser registration dated November 10, 2026, with Edward Jones listed as his current firm affiliation. He was among 176 first adviser registrations dated that day. A first adviser registration does not establish a hiring date, career start or first job in the financial industry; the listed firm is not necessarily where the person first registered.

Edward Jones was the listed firm for 16 people in the cohort. Merrill Lynch, Pierce, Fenner & Smith Incorporated was listed for 10, J.P. Morgan Securities LLC for nine, and State Farm Investment Management Corp. for eight. Another 133 were listed across all other firms.

Other named examples include Tri M. Nguyen, whose first adviser registration was dated November 10, 2026, with Merrill Lynch, Pierce, Fenner & Smith Incorporated listed as the current firm affiliation, and Lauryn Morrow, whose first adviser registration was dated the same day, with J.P. Morgan Securities LLC listed.

First adviser registrations

The advisers below account for all 176 source-reported first adviser registrations on 11/10/2026. 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 176. The CSV contains the complete table.

AdviserIndividual CRDSource snapshot dateFirst registration dateFirm in feedFirm CRDAdviser location
Beverly I. Turnbull827951811/11/202611/10/2026Wells Fargo Clearing Services, LLC19616Charlotte, NC
Brandan K. Houle831834911/11/202611/10/2026LPL Financial LLC6413Albany, NY
Brandon G. Holland837011111/11/202611/10/2026State Farm Investment Management Corp.3487Gadsden, AL
Brandon J. Bolduc708732511/11/202611/10/2026TIAA-CREF Individual & Institutional Services, LLC20472Wayzata, MN
Brian T. Langan794648911/11/202611/10/2026Merrill Lynch, Pierce, Fenner & Smith Incorporated7691Saint Petersburg, FL
Cade D. Hawks760147611/11/202611/10/2026Allstate Financial Advisors, LLC109524Draper, UT
Caitlin M. Dean661272211/11/202611/10/2026Edward Jones250Colonial Heights, VA
Cameron T. Johnson837144111/11/202611/10/2026Emp Wealth Management LLC327869Scottsdale, AZ
Carlos E. Cuellar832666311/11/202611/10/2026Edward Jones250Brownsville, TX
Catherine C. Matthews832795611/11/202611/10/2026Cresset Asset Management, LLC288566Dallas, TX
Catherine Nixon831451411/11/202611/10/2026Equitable Advisors, LLC6627New York, NY
Charles D. Rodriguez816062811/11/202611/10/2026Camino Legacy Wealth LLC340750North Chesterfield, VA
Chenglin Jiang819005511/11/202611/10/2026Investo Wealth LLC344583Arcadia, CA
Christine R. O'Donnell753484111/11/202611/10/2026Onedigital106766Castle Pines, CO
Christopher Allen834447311/11/202611/10/2026State Farm Investment Management Corp.3487Humble, TX
Christopher P. Brown836739411/11/202611/10/2026CW Advisors, LLC310873Columbia, MD
Claire R. Seats817313711/11/202611/10/2026Financial Management Network Inc.110454Mission Viejo, CA
Collin Bishop831771611/11/202611/10/2026Goldman Sachs Wealth Services, L.P.106693Dallas, TX
Collin M. Hix831290411/11/202611/10/2026D.A. Davidson & Co.199Seattle, WA
Connor E. Cosey809481711/11/202611/10/2026Victory Capital Management Inc.106189San Antonio, TX
Connor J. Yeoman833047311/11/202611/10/2026Rothschild Wealth LLC162442Oakbrook, IL
Connor M. Gordon720301311/11/202611/10/2026Gem Asset Management, LLC124332Plymouth, MI
Corey L. Lester781737811/11/202611/10/2026Fisher Investments107342Tampa, FL
Curt T. Metten825910611/11/202611/10/2026LPL Financial LLC6413San Diego, CA
Daniel J. Cappitelli830552311/11/202611/10/2026Merrill Lynch, Pierce, Fenner & Smith Incorporated7691New York, NY

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