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Advisor at EDWARD JONES
Tallahassee, FL | Crawfordville, FL
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 4, 2026 | n/a | yes | Crawfordville, FL|Tallahassee, FL | Current employment |
| TRUIST ADVISORY SERVICES, INC. | Bd affiliated wealth | Sep 25, 2023 | Apr 9, 2026 | no | TALLAHASSEE, FL|NORCROSS, GA|TALLAHASSEE, FL | Previous registration |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Mar 20, 2023 | Sep 12, 2023 | no | Atlanta, GA|Atlanta, GA|Atlanta, GA|Atlanta, GA | Previous registration |
| MORGAN STANLEY | Wirehouse | Sep 15, 2022 | Mar 9, 2023 | no | Atlanta, GA | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Feb 9, 2022 | Aug 25, 2022 | no | TALLAHASSEE, FL|ORLANDO, FL|PONTE VEDRA BEACH, FL|ATLANTA, GA|LAWRENCEVILLE, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRUIST ADVISORY SERVICES, INC. | EDWARD JONES | Apr 9, 2026 | May 4, 2026 | 25 | Firm change | Ibd to ibd |
| J.P. MORGAN SECURITIES LLC | TRUIST ADVISORY SERVICES, INC. | Sep 12, 2023 | Sep 25, 2023 | 13 | Firm change | Wirehouse to ibd |
| MORGAN STANLEY | J.P. MORGAN SECURITIES LLC | Mar 9, 2023 | Mar 20, 2023 | 11 | Firm change | Wirehouse to wirehouse |
| WELLS FARGO ADVISORS | MORGAN STANLEY | Aug 25, 2022 | Sep 15, 2022 | 21 | Firm change | Wirehouse to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 19616:149777:GA:2022-08-25 | Aug 25, 2022 | Sep 15, 2022 | LAWRENCEVILLE, GA | Firm change |