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Advisor at GOLDEN STATE WEALTH MANAGEMENT, LLC
POWELL, WY
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 |
|---|---|---|---|---|---|---|
| GOLDEN STATE WEALTH MANAGEMENT, LLC | Independent wealth | May 21, 2024 | n/a | yes | POWELL, WY | Current employment |
| EDWARD JONES | National bd RIA | Feb 5, 2020 | May 21, 2024 | no | CARLSBAD, CA|CARLSBAD, CA|Carlsbad, CA|ST LOUIS, MO|CARLSBAD, CA|CARLSBAD, CA|CARLSBAD, CA|ST LOUIS, MO|CARLSBAD, CA|CARLSBAD, CA|OCEANSIDE, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EDWARD JONES | GOLDEN STATE WEALTH MANAGEMENT, LLC | May 21, 2024 | May 21, 2024 | 0 | Firm change | Ibd to RIA |