The Edwards Fitzpatrick Group

What changed

Co-leads the $3.3B Edwards Fitzpatrick Group that joined Janney to open its Houston office, moved with Fitzpatrick, broker Christin Simon and client associate Allison Spinelli; produced $7M annual revenue.

Reported / discovered

Oct 16, 2026

Effective

Not reported

New role

Advisor, team co-lead

Previous role

Not reported

Market

Houston, TX

Reported book

$3.3B

Reported team size

4 people

Named people

3

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

3 observations consolidated into one event.