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Advisor at DIVERSIFIED, LLC
WILMINGTON, DE | Mountain Brook, AL
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 |
|---|---|---|---|---|---|---|
| DIVERSIFIED, LLC | Independent wealth | Aug 5, 2024 | n/a | yes | WILMINGTON, DE|Mountain Brook, AL | Current employment |
| DIVERSIFIED, LLC | Former SEC adviser | May 12, 2023 | Nov 4, 2024 | no | Birmingham, AL|Wilmington, DE|WILMINGTON, DE | Previous registration |
| EDWARD JONES | National bd RIA | Jul 14, 2008 | Feb 10, 2011 | no | FAIRHOPE, AL|ST LOUIS, MO|HOMEWOOD, AL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| DIVERSIFIED, LLC | DIVERSIFIED, LLC | Nov 4, 2024 | Aug 5, 2024 | -91 | Channel change | RIA to RIA |
| EDWARD JONES | DIVERSIFIED, LLC | Feb 10, 2011 | May 12, 2023 | 4,474 | Firm change after gap | Ibd to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 123859:331709:DE:2024-11-04 | Nov 4, 2024 | Aug 5, 2024 | WILMINGTON, DE | Firm change after gap |