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Reading the graph
Advisor at EDWARD JONES
MISSION, KS | ST. LOUIS, MO
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 | Aug 21, 2026 | n/a | yes | MISSION, KS|ST. LOUIS, MO | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Sep 11, 2023 | Aug 21, 2026 | no | KANSAS CITY, MO|LITTLE ROCK, AR | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Jun 12, 2023 | Aug 31, 2023 | no | LITTLE ROCK, AR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | EDWARD JONES | Aug 21, 2026 | Aug 21, 2026 | 0 | Firm change | Wirehouse to ibd |
| WELLS FARGO ADVISORS | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Aug 31, 2023 | Sep 11, 2023 | 11 | Firm change | Wirehouse to wirehouse |