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Reading the graph
Advisor at EDWARD JONES
MORRO BAY, CA
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 | Nov 11, 2005 | n/a | yes | MORRO BAY, CA | Current employment |
| BANC OF AMERICA INVESTMENT SERVICES, INC. | n/a | Jun 22, 2005 | Aug 26, 2005 | no | MORRO BAY, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BANC OF AMERICA INVESTMENT SERVICES, INC. | EDWARD JONES | Aug 26, 2005 | Nov 11, 2005 | 77 | Firm change | Other |