DFX Intelligence
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Reading the graph
Reading the graph
Advisor at EDWARD JONES
JACKSONVILLE, FL
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 | Mar 27, 2025 | n/a | yes | JACKSONVILLE, FL | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Sep 6, 2017 | Jul 30, 2024 | no | JACKSONVILLE, FL|JACKSONVILLE, FL|JACKSONVILLE, FL|JACKSONVILLE, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | EDWARD JONES | Jul 30, 2024 | Mar 27, 2025 | 240 | Firm change | Wirehouse to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 7691:250:FL:2024-07-30 | Jul 30, 2024 | Mar 27, 2025 | JACKSONVILLE, FL | Firm change |