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Advisor at EDWARD JONES
LEWISBURG, 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 | Jan 18, 2022 | n/a | yes | LEWISBURG, PA | Current employment |
| CETERA INVESTMENT ADVISERS LLC | Bd affiliated wealth | Feb 11, 2014 | Dec 21, 2021 | no | WILLIAMSPORT, PA|WATSONTOWN, PA | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Sep 18, 2012 | Feb 12, 2014 | no | HUGHESVILLE, PA|WILLIAMSPORT, PA|WILLIAMSPORT, PA|LEWISBURG, PA|MONTOURSVILLE, PA|WATSONTOWN, PA|WILLIAMSPORT, PA|LEWISBURG, PA|SELINSGROVE, PA | Previous registration |
| EDWARD JONES | National bd RIA | May 8, 2008 | Sep 18, 2012 | no | HUGHESVILLE, PA|ST LOUIS, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC | EDWARD JONES | Dec 21, 2021 | Jan 18, 2022 | 28 | Firm change | Ibd to ibd |
| LPL FINANCIAL LLC | CETERA INVESTMENT ADVISERS LLC | Feb 12, 2014 | Feb 11, 2014 | -1 | Firm change | Other |
| EDWARD JONES | LPL FINANCIAL LLC | Sep 18, 2012 | Sep 18, 2012 | 0 | Firm change | Other |