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Reading the graph
Advisor at CHARLES SCHWAB & CO., INC.
Orlando, 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 |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | National bd RIA | Feb 3, 2026 | n/a | yes | Orlando, FL | Current employment |
| EDWARD JONES | National bd RIA | Dec 23, 2020 | Jan 16, 2026 | no | ST. LOUIS, MO|LIBERTY, MO|TEMPLE, TX|NEW ORLEANS, LA|ST LOUIS, MO|Leawood, KS|ST LOUIS, MO|Winter Garden, FL|Independence, MO|ST LOUIS, MO|SCOTTSDALE, AZ|ST. LOUIS, MO|BEAUMONT, TX|Kansas City, MO|Kansas City, MO|Kansas City, MO|MIami, FL|KANSAS CITY, MO|CAPE CORAL, FL|Winter Garden, FL|WESTERVILLE, OH|CLINTON, MS|ST LOUIS, MO | Previous registration |
| EDWARD JONES | National bd RIA | Jan 23, 2018 | Aug 8, 2019 | no | ST LOUIS, MO | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Feb 6, 2013 | Oct 7, 2013 | no | ST. LOUIS, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EDWARD JONES | CHARLES SCHWAB & CO., INC. | Jan 16, 2026 | Feb 3, 2026 | 18 | Firm change | Ibd to ibd |
| WELLS FARGO ADVISORS | EDWARD JONES | Oct 7, 2013 | Jan 23, 2018 | 1,569 | Firm change after gap | Wirehouse to ibd |