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Advisor at EDWARD JONES
NORFOLK, VA
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 |
|---|---|---|---|---|---|---|
| EDWARD JONES | National bd RIA | Mar 24, 2025 | n/a | yes | NORFOLK, VA | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Dec 6, 2022 | Nov 4, 2024 | no | VIRGINIA BEACH, VA|NORFOLK, VA | Previous registration |
| TRUIST ADVISORY SERVICES, INC. | Bd affiliated wealth | Jul 13, 2017 | Dec 13, 2022 | no | HAMPTON, VA|NORFOLK, VA|HAMPTON, VA | Previous registration |
| PNC WEALTH MANAGEMENT | Bd affiliated wealth | Apr 4, 2016 | Jun 27, 2017 | no | VIRGINIA BEACH, VA|VIRGINIA BEACH, VA|CHESAPEAKE, VA | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Oct 3, 2013 | Jan 27, 2016 | no | NORFOLK, VA|PORTSMOUTH, VA|CHESAPEAKE, VA | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Jul 8, 2008 | Mar 29, 2012 | no | NORFOLK, VA|SUFFOLK, VA|RICHMOND, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | EDWARD JONES | Nov 4, 2024 | Mar 24, 2025 | 140 | Firm change | Wirehouse to ibd |
| TRUIST ADVISORY SERVICES, INC. | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Dec 13, 2022 | Dec 6, 2022 | -7 | Firm change | Ibd to wirehouse |
| PNC WEALTH MANAGEMENT | TRUIST ADVISORY SERVICES, INC. | Jun 27, 2017 | Jul 13, 2017 | 16 | Firm change | Other |
| WELLS FARGO ADVISORS | PNC WEALTH MANAGEMENT | Jan 27, 2016 | Apr 4, 2016 | 68 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 283390:7691:VA:2022-12-02 | Dec 13, 2022 | Dec 6, 2022 | HAMPTON, VA | Firm change |