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Reading the graph
Advisor at EDWARD JONES
ESCONDIDO, CA
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 | Feb 10, 2022 | n/a | yes | ESCONDIDO, CA | Current employment |
| PNC MANAGED ACCOUNT SOLUTIONS, INC. | Former SEC adviser | Oct 1, 2013 | Apr 3, 2018 | no | CARLSBAD, CA | Previous registration |
| EDWARD JONES | National bd RIA | Sep 27, 2010 | Apr 4, 2012 | no | ST LOUIS, MO|ESCONDIDO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PNC MANAGED ACCOUNT SOLUTIONS, INC. | EDWARD JONES | Apr 3, 2018 | Feb 10, 2022 | 1,409 | Firm change after gap | Ibd to ibd |
| EDWARD JONES | PNC MANAGED ACCOUNT SOLUTIONS, INC. | Apr 4, 2012 | Oct 1, 2013 | 545 | Firm change after gap | Other |