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Advisor at EDWARD JONES
MT LAUREL, NJ
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, 2026 | n/a | yes | MT LAUREL, NJ | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Sep 2, 2022 | Mar 27, 2026 | no | FORKED RIVER, NJ|MOUNT LAUREL, NJ | Previous registration |
| OXLEY CAPITAL MANAGEMENT, LLC | State registered | Oct 7, 2021 | Jun 6, 2022 | no | NORTH CAPE MAY, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | EDWARD JONES | Mar 27, 2026 | Mar 27, 2026 | 0 | Firm change | Wirehouse to ibd |
| OXLEY CAPITAL MANAGEMENT, LLC | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Jun 6, 2022 | Sep 2, 2022 | 88 | Firm change | Other |