DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at KESTRA PRIVATE WEALTH SERVICES, LLC
Waterville, OH | AUSTIN, TX
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 |
|---|---|---|---|---|---|---|
| KESTRA PRIVATE WEALTH SERVICES, LLC | Bd affiliated wealth | Jun 24, 2024 | n/a | yes | Waterville, OH|AUSTIN, TX | Current employment |
| EDWARD JONES | National bd RIA | Oct 30, 2015 | Jun 25, 2024 | no | WHITEHOUSE, OH|WHITEHOUSE, OH|ST LOUIS, MO|NAPOLEON, OH|WATERVILLE, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EDWARD JONES | KESTRA PRIVATE WEALTH SERVICES, LLC | Jun 25, 2024 | Jun 24, 2024 | -1 | Firm change | Ibd to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 250:155193:OH:2024-06-21 | Jun 25, 2024 | Jun 24, 2024 | WATERVILLE, OH | Firm change |