Griggs Investment Group

What changed

Moved roughly $160 million in advisory, brokerage and retirement plan assets from Edward Jones to LPL's broker-dealer and RIA platforms after about three years at Edward Jones.

Reported / discovered

Oct 28, 2026

Effective

Not reported

New role

Financial advisor, Griggs Investment Group

Previous role

Not reported

Market

Eufaula, AL

Reported book

$160M

Reported team size

2 people

Named people

2

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

4 observations consolidated into one event.