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Reading the graph
Advisor at EDWARD JONES
REDMOND, OR
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 | Dec 18, 2023 | n/a | yes | REDMOND, OR | Current employment |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Apr 5, 2018 | May 18, 2021 | no | BEND, OR | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Jun 5, 2017 | Mar 28, 2018 | no | REDMOND, OR|VANCOUVER, WA|BEND, OR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | EDWARD JONES | May 18, 2021 | Dec 18, 2023 | 944 | Firm change after gap | Wirehouse to ibd |
| WELLS FARGO ADVISORS | J.P. MORGAN SECURITIES LLC | Mar 28, 2018 | Apr 5, 2018 | 8 | Firm change | Wirehouse to wirehouse |