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Advisor at EDWARD JONES
San Antonio, TX | ST. LOUIS, MO
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 | Aug 11, 2025 | n/a | yes | ST. LOUIS, MO|San Antonio, TX | Current employment |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Dec 2, 2020 | May 13, 2025 | no | Jacksonville, FL|San Antonio, TX|Jersey City, NJ|San Antonio, TX|Irving, TX|Jacksonville, FL|San Antonio, TX|Jacksonville, FL|San Antonio, TX | Previous registration |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Apr 4, 2018 | Jan 24, 2020 | no | SAN ANTONIO, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CITIGROUP GLOBAL MARKETS INC. | EDWARD JONES | May 13, 2025 | Aug 11, 2025 | 90 | Firm change | Ibd to ibd |
| J.P. MORGAN SECURITIES LLC | CITIGROUP GLOBAL MARKETS INC. | Jan 24, 2020 | Dec 2, 2020 | 313 | Firm change | Wirehouse to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 7059:250:TX:2025-05-08 | May 13, 2025 | Aug 11, 2025 | SAN ANTONIO, TX | Firm change |