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Advisor at EDWARD JONES
PALATKA, FL
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 | May 13, 2025 | n/a | yes | PALATKA, FL | Current employment |
| OXFORD WEALTH GROUP, LLC | Independent wealth | Feb 6, 2023 | May 28, 2025 | no | ORLANDO, FL | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Dec 3, 2021 | Sep 8, 2022 | no | ORLANDO, FL | Previous registration |
| EDWARD JONES | National bd RIA | Sep 18, 2017 | Nov 17, 2021 | no | ST AUGUSTINE, FL|Maryland Heights, MO|East Palatka, FL|ST LOUIS, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| OXFORD WEALTH GROUP, LLC | EDWARD JONES | May 28, 2025 | May 13, 2025 | -15 | Firm change | RIA to ibd |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | OXFORD WEALTH GROUP, LLC | Sep 8, 2022 | Feb 6, 2023 | 151 | Firm change | Wirehouse to RIA |
| EDWARD JONES | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Nov 17, 2021 | Dec 3, 2021 | 16 | Firm change | Ibd to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 250:7691:MO:2021-11-15 | Nov 17, 2021 | Dec 3, 2021 | ST LOUIS, MO | Firm change |