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Advisor at EDWARD JONES
North Barrington, IL
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 16, 2026 | n/a | yes | North Barrington, IL | Current employment |
| ADVISOR SHARE WEALTH MANAGEMENT, LLC | Independent wealth | Jun 2, 2024 | Nov 4, 2025 | no | Graryslake, IL|VANCOUVER, WA | Previous registration |
| IMPACT PARTNERSHIP WEALTH, LLC | Independent wealth | Jan 3, 2024 | May 23, 2024 | no | MARIETTA, GA|Grayslake, IL | Previous registration |
| ADVISOR SHARE WEALTH MANAGEMENT, LLC | Independent wealth | Mar 30, 2023 | Jan 30, 2024 | no | Grayslake, IL|VANCOUVER, WA | Previous registration |
| SIMPLYRIA ADVISOR NETWORK | Independent wealth | Jan 6, 2023 | Apr 11, 2023 | no | BRIGHTON, MI|GRAYSLAKE, IL | Previous registration |
| PEACE OF MIND WEALTH MANAGEMENT | Former SEC adviser | Dec 8, 2021 | Jan 6, 2023 | no | Grayslake, IL|BRIGHTON, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ADVISOR SHARE WEALTH MANAGEMENT, LLC | EDWARD JONES | Nov 4, 2025 | Jan 16, 2026 | 73 | Firm change | RIA to ibd |
| IMPACT PARTNERSHIP WEALTH, LLC | ADVISOR SHARE WEALTH MANAGEMENT, LLC | May 23, 2024 | Jun 2, 2024 | 10 | Firm change | RIA to RIA |
| ADVISOR SHARE WEALTH MANAGEMENT, LLC | IMPACT PARTNERSHIP WEALTH, LLC | Jan 30, 2024 | Jan 3, 2024 | -27 | Firm change | RIA to RIA |
| SIMPLYRIA ADVISOR NETWORK | ADVISOR SHARE WEALTH MANAGEMENT, LLC | Apr 11, 2023 | Mar 30, 2023 | -12 | Firm change | RIA to RIA |
| PEACE OF MIND WEALTH MANAGEMENT | SIMPLYRIA ADVISOR NETWORK | Jan 6, 2023 | Jan 6, 2023 | 0 | Firm change | RIA to RIA |