DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at EDWARD JONES
TERRE HAUTE, IN
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 | Aug 10, 2026 | n/a | yes | TERRE HAUTE, IN | Current employment |
| NATIONWIDE INVESTMENT ADVISORS, LLC | Bd affiliated wealth | Dec 8, 2025 | Aug 7, 2026 | no | COLUMBUS, OH | Previous registration |
| TOTAL WEALTH PLANNING, LLC | Former SEC adviser | Feb 27, 2024 | Sep 16, 2025 | no | CARMEL, IN|CARMEL, IN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NATIONWIDE INVESTMENT ADVISORS, LLC | EDWARD JONES | Aug 7, 2026 | Aug 10, 2026 | 3 | Firm change | Ibd to ibd |
| TOTAL WEALTH PLANNING, LLC | NATIONWIDE INVESTMENT ADVISORS, LLC | Sep 16, 2025 | Dec 8, 2025 | 83 | Firm change | RIA to ibd |