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Advisor at EDWARD JONES
SANTA FE, NM
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 | Sep 23, 2024 | n/a | yes | SANTA FE, NM | Current employment |
| LONGVIEW ASSET MANAGEMENT, LLC | Former SEC adviser | Dec 6, 2022 | Sep 27, 2024 | no | Santa Fe, NM | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LONGVIEW ASSET MANAGEMENT, LLC | EDWARD JONES | Sep 27, 2024 | Sep 23, 2024 | -4 | Firm change | RIA to ibd |