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Advisor at PACE FINANCIAL ADVISORS
HILLSBORO, OR
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| PACE FINANCIAL ADVISORS | Independent wealth | Mar 9, 2022 | n/a | yes | HILLSBORO, OR | Current employment |
| FINANCIAL ADVOCATES INVESTMENT MANAGEMENT | Former SEC adviser | Jun 24, 2021 | Apr 1, 2022 | no | OLYMPIA, WA|HILLSBORO, OR | Previous registration |
| EDWARD JONES | National bd RIA | Dec 8, 2014 | Jun 25, 2021 | no | HILLSBORO, OR|TEMPE, AZ|tigard, OR|PORTLAND, OR|TEMPE, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FINANCIAL ADVOCATES INVESTMENT MANAGEMENT | PACE FINANCIAL ADVISORS | Apr 1, 2022 | Mar 9, 2022 | -23 | Firm change | RIA to new firm |
| EDWARD JONES | FINANCIAL ADVOCATES INVESTMENT MANAGEMENT | Jun 25, 2021 | Jun 24, 2021 | -1 | Firm change | Ibd to RIA |