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Advisor at ADVICE AND PLANNING SERVICES
Frisco, TX | Dallas, 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 |
|---|---|---|---|---|---|---|
| ADVICE AND PLANNING SERVICES | Bd affiliated wealth | Jan 15, 2026 | n/a | yes | Frisco, TX|Dallas, TX | Current employment |
| EDWARD JONES | National bd RIA | Aug 10, 2024 | Dec 16, 2025 | no | Dallas, TX|Dallas, TX|ST LOUIS, MO|IRVING, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EDWARD JONES | ADVICE AND PLANNING SERVICES | Dec 16, 2025 | Jan 15, 2026 | 30 | Firm change | Ibd to ibd |