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Advisor at WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC.
Brandenton, FL | BEDFORD, MA
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 |
|---|---|---|---|---|---|---|
| WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC. | Independent wealth | Feb 5, 2025 | n/a | yes | BEDFORD, MA|Brandenton, FL | Current employment |
| MOSELEY INVESTMENT MANAGEMENT, INC. | Independent wealth | Jan 17, 2021 | Jan 2, 2025 | no | BRADENTION, FL | Previous registration |
| EDWARD JONES | National bd RIA | Jul 20, 2017 | Jan 7, 2021 | no | Bradenton, FL|ST LOUIS, MO|Bradenton, FL|LAKEWOOD RANCH, FL|Bradenton, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MOSELEY INVESTMENT MANAGEMENT, INC. | WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC. | Jan 2, 2025 | Feb 5, 2025 | 34 | Firm change | RIA to RIA |
| EDWARD JONES | MOSELEY INVESTMENT MANAGEMENT, INC. | Jan 7, 2021 | Jan 17, 2021 | 10 | Firm change | Ibd to RIA |