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Advisor at EDWARD JONES
ST. LOUIS, MO | Saratoga Springs, UT
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 | Jul 29, 2025 | n/a | yes | ST. LOUIS, MO|Saratoga Springs, UT | Current employment |
| TRANSAMERICA FINANCIAL ADVISORS, LLC | Bd affiliated wealth | Oct 24, 2024 | Jul 28, 2025 | no | SO. JORDAN, UT | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Aug 28, 2017 | Dec 16, 2022 | no | SALT LAKE CITY, UT|SALT LAKE CITY, UT|ST. LOUIS, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL ADVISORS, LLC | EDWARD JONES | Jul 28, 2025 | Jul 29, 2025 | 1 | Firm change | Ibd to ibd |
| WELLS FARGO ADVISORS | TRANSAMERICA FINANCIAL ADVISORS, LLC | Dec 16, 2022 | Oct 24, 2024 | 678 | Firm change after gap | Wirehouse to ibd |