DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at EDWARD JONES
MECHANICSBURG, PA
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 | Jun 28, 2024 | n/a | yes | MECHANICSBURG, PA | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Feb 23, 2018 | Jul 10, 2024 | no | LEMOYNE, PA | Previous registration |
| EDWARD JONES | National bd RIA | May 6, 2009 | Feb 28, 2018 | no | ST LOUIS, MO|MECHANICSBURG, PA|Camp Hill, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | EDWARD JONES | Jul 10, 2024 | Jun 28, 2024 | -12 | Firm change | Wirehouse to ibd |
| EDWARD JONES | WELLS FARGO ADVISORS | Feb 28, 2018 | Feb 23, 2018 | -5 | Firm change | Ibd to wirehouse |