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Advisor at THE WEALTH COLLABORATIVE
LAKE SAINT LOUIS, MO
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 |
|---|---|---|---|---|---|---|
| THE WEALTH COLLABORATIVE | State registered | Apr 12, 2024 | n/a | yes | LAKE SAINT LOUIS, MO | Current employment |
| HIGHTOWER ADVISORS, LLC | Bd affiliated wealth | Nov 8, 2021 | Dec 18, 2023 | no | St. Louis, MO|CHICAGO, IL | Previous registration |
| EDWARD JONES | National bd RIA | May 14, 2019 | Mar 30, 2021 | no | Lake Saint Louis, MO|ST LOUIS, MO|Maryland Heights, MO|LAKE ST LOUIS, MO|WENTZVILLE, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| HIGHTOWER ADVISORS, LLC | THE WEALTH COLLABORATIVE | Dec 18, 2023 | Apr 12, 2024 | 116 | Firm change | Ibd to state RIA |
| EDWARD JONES | HIGHTOWER ADVISORS, LLC | Mar 30, 2021 | Nov 8, 2021 | 223 | Firm change | Ibd to ibd |