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Advisor at EDWARD JONES
RALEIGH, NC
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 | Jul 28, 2026 | n/a | yes | RALEIGH, NC | Current employment |
| BUCKLEY WEALTH | Independent wealth | Aug 2, 2021 | Jun 6, 2022 | no | LAS VEGAS, NV | Previous registration |
| MCCLARREN FINANCIAL ADVISORS | Independent wealth | Apr 20, 2021 | Jul 13, 2021 | no | STATE COLLEGE, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BUCKLEY WEALTH | EDWARD JONES | Jun 6, 2022 | Jul 28, 2026 | 1,513 | Firm change after gap | RIA to ibd |
| MCCLARREN FINANCIAL ADVISORS | BUCKLEY WEALTH | Jul 13, 2021 | Aug 2, 2021 | 20 | Firm change | RIA to RIA |