DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at CETERA INVESTMENT ADVISERS LLC
EUGENE, OR
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 |
|---|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC | Bd affiliated wealth | Sep 5, 2025 | n/a | yes | EUGENE, OR | Current employment |
| AVANTAX ADVISORY SERVICES | Former SEC adviser | Feb 8, 2022 | Sep 5, 2025 | no | Eugene, OR | Previous registration |
| EDWARD JONES | National bd RIA | Dec 14, 2020 | Jan 20, 2022 | no | ST LOUIS, MO|Hillsboro, OR|Portland, OR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AVANTAX ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | Sep 5, 2025 | Sep 5, 2025 | 0 | Bulk transfer | Ibd to ibd |
| EDWARD JONES | AVANTAX ADVISORY SERVICES | Jan 20, 2022 | Feb 8, 2022 | 19 | Firm change | Ibd to ibd |