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Advisor at VANGUARD ADVISERS, INC.
PLANO, TX
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 |
|---|---|---|---|---|---|---|
| VANGUARD ADVISERS, INC. | Bd affiliated wealth | Jul 6, 2026 | n/a | yes | PLANO, TX | Current employment |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Apr 18, 2019 | Jun 25, 2026 | no | RICHARDSON, TX|RICHARDSON, TX|Plano, TX|Plano, TX|San Antonio, TX|Plano, TX|Plano, TX|Plano, TX|Plano, TX|Celina, TX | Previous registration |
| EDWARD JONES | National bd RIA | Mar 10, 2017 | Jun 29, 2017 | no | ALLEN, TX|Dallas, TX|ST LOUIS, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | VANGUARD ADVISERS, INC. | Jun 25, 2026 | Jul 6, 2026 | 11 | Firm change | Wirehouse to ibd |
| EDWARD JONES | J.P. MORGAN SECURITIES LLC | Jun 29, 2017 | Apr 18, 2019 | 658 | Firm change after gap | Ibd to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 250:79:MO:2017-06-29 | Jun 29, 2017 | Apr 18, 2019 | ST LOUIS, MO | Firm change after gap |