DFX Intelligence
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Reading the graph
Advisor at EDWARD JONES
Caldwell, ID
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 | May 31, 2024 | n/a | yes | Caldwell, ID | Current employment |
| CONTINENTAL INVESTORS SERVICES, INC. | Independent wealth | May 18, 2016 | May 31, 2024 | no | CALDWELL, ID | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CONTINENTAL INVESTORS SERVICES, INC. | EDWARD JONES | May 31, 2024 | May 31, 2024 | 0 | Firm change | RIA to ibd |