DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at ACCESS FINANCIAL RESOURCES INC.
OKLAHOMA CITY, OK
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 |
|---|---|---|---|---|---|---|
| ACCESS FINANCIAL RESOURCES INC. | Independent wealth | Oct 6, 2015 | n/a | yes | OKLAHOMA CITY, OK | Current employment |
| UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | Independent wealth | May 1, 2015 | Sep 17, 2015 | no | NORMAN, OK | Previous registration |
| EDWARD JONES | National bd RIA | Feb 1, 2012 | May 21, 2015 | no | EDMOND, OK|EDMOND, OK|EDMOND, OK|EDMOND, OK|ST LOUIS, MO|NORMAN, OK | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | ACCESS FINANCIAL RESOURCES INC. | Sep 17, 2015 | Oct 6, 2015 | 19 | Firm change | Other |
| EDWARD JONES | UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | May 21, 2015 | May 1, 2015 | -20 | Firm change | Other |