DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at EDWARD JONES
NEW CANAAN, CT
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 | Dec 12, 2025 | n/a | yes | NEW CANAAN, CT | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jan 30, 2023 | Jun 26, 2024 | no | GREENWICH, CT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | EDWARD JONES | Jun 26, 2024 | Dec 12, 2025 | 534 | Firm change after gap | Wirehouse to ibd |