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Reading the graph
Advisor at DOWNSHIFT FINANCIAL
BOULDER, CO
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 |
|---|---|---|---|---|---|---|
| DOWNSHIFT FINANCIAL | Independent wealth | Jun 9, 2021 | n/a | yes | BOULDER, CO | Current employment |
| EDWARD JONES | National bd RIA | Oct 15, 2018 | Apr 17, 2019 | no | Tampa, FL|ST LOUIS, MO|TAMPA, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EDWARD JONES | DOWNSHIFT FINANCIAL | Apr 17, 2019 | Jun 9, 2021 | 784 | Firm change after gap | Ibd to RIA |