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Advisor at EDWARD JONES
EDEN, NC
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 | Apr 25, 2025 | n/a | yes | EDEN, NC | Current employment |
| TRUIST ADVISORY SERVICES, INC. | Bd affiliated wealth | Feb 17, 2021 | Apr 24, 2025 | no | CHARLOTTE, NC|CHARLOTTE, NC | Previous registration |
| BB&T SECURITIES, LLC | Former SEC adviser | May 18, 2020 | Feb 17, 2021 | no | RICHMOND, VA|CHARLOTTE, NC|CHARLOTTE, NC | Previous registration |
| EDWARD JONES | National bd RIA | Jun 5, 2015 | May 18, 2020 | no | GREENSBORO, NC|ST LOUIS, MO|JAMESTOWN, NC|Greensboro, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRUIST ADVISORY SERVICES, INC. | EDWARD JONES | Apr 24, 2025 | Apr 25, 2025 | 1 | Firm change | Ibd to ibd |
| BB&T SECURITIES, LLC | TRUIST ADVISORY SERVICES, INC. | Feb 17, 2021 | Feb 17, 2021 | 0 | Bulk transfer | Ibd to ibd |
| EDWARD JONES | BB&T SECURITIES, LLC | May 18, 2020 | May 18, 2020 | 0 | Firm change | Ibd to ibd |