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Reading the graph
Advisor at ZACKS INVESTMENT MANAGEMENT, INC.
Oklahoma City, OK | CHICAGO, IL
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 |
|---|---|---|---|---|---|---|
| ZACKS INVESTMENT MANAGEMENT, INC. | Mixed wealth | Dec 20, 2024 | n/a | yes | Oklahoma City, OK|CHICAGO, IL | Current employment |
| EDWARD JONES | National bd RIA | May 14, 2019 | Mar 5, 2021 | no | Tecumseh, OK|ST LOUIS, MO|HARRAH, OK|OKLAHOMA CITY, OK | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EDWARD JONES | ZACKS INVESTMENT MANAGEMENT, INC. | Mar 5, 2021 | Dec 20, 2024 | 1,386 | Firm change after gap | Ibd to RIA |