DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at GENESIS INVESTMENTS
OOLTEWAH, TN
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 |
|---|---|---|---|---|---|---|
| GENESIS INVESTMENTS | Independent wealth | May 8, 2023 | n/a | yes | OOLTEWAH, TN | Current employment |
| EDWARD JONES | National bd RIA | Oct 18, 2016 | May 15, 2023 | no | RINGGOLD, GA|Ringgold, GA|ST LOUIS, MO|CHATTANOOGA, TN|CHATTANOOGA, TN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EDWARD JONES | GENESIS INVESTMENTS | May 15, 2023 | May 8, 2023 | -7 | Firm change | Ibd to RIA |