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Reading the graph
Advisor at INVESTMENT MANAGEMENT GROUP
Whitefish, MT
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 |
|---|---|---|---|---|---|---|
| INVESTMENT MANAGEMENT GROUP | Mixed wealth | Dec 11, 2023 | n/a | yes | Whitefish, MT | Current employment |
| EDWARD JONES | National bd RIA | Apr 27, 2015 | Jan 22, 2025 | no | WHITEFISH, MT|KALISPELL, MT|KALISPELL, MT|ST LOUIS, MO|BIGFORK, MT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EDWARD JONES | INVESTMENT MANAGEMENT GROUP | Jan 22, 2025 | Dec 11, 2023 | -408 | Firm change after gap | Other |