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Advisor at EDWARD JONES
ST. 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 |
|---|---|---|---|---|---|---|
| EDWARD JONES | National bd RIA | May 1, 2026 | n/a | yes | ST. LOUIS, MO | Current employment |
| ADVICE AND PLANNING SERVICES | Bd affiliated wealth | Jun 15, 2023 | Mar 30, 2026 | no | St Louis, MO|High Ridge, MO | Previous registration |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Sep 14, 2021 | Jun 1, 2023 | no | Saint Louis, MO|Webster Groves, MO|Brentwood, MO|Saint Louis, MO | Previous registration |
| ADVICE AND PLANNING SERVICES | Bd affiliated wealth | Aug 29, 2005 | Nov 13, 2020 | no | ST. LOUIS, MO|ST. LOUIS, MO|St Louis, MO | Previous registration |
| EQUITABLE ADVISORS, LLC | National bd RIA | Sep 18, 2002 | Aug 10, 2005 | no | CLAYTON, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ADVICE AND PLANNING SERVICES | EDWARD JONES | Mar 30, 2026 | May 1, 2026 | 32 | Firm change | Ibd to ibd |
| J.P. MORGAN SECURITIES LLC | ADVICE AND PLANNING SERVICES | Jun 1, 2023 | Jun 15, 2023 | 14 | Firm change | Wirehouse to ibd |
| ADVICE AND PLANNING SERVICES | J.P. MORGAN SECURITIES LLC | Nov 13, 2020 | Sep 14, 2021 | 305 | Firm change | Ibd to wirehouse |
| EQUITABLE ADVISORS, LLC | ADVICE AND PLANNING SERVICES | Aug 10, 2005 | Aug 29, 2005 | 19 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 20472:79:MO:2020-11-13 | Nov 13, 2020 | Sep 14, 2021 | ST LOUIS, MO | Firm change |