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Advisor at PROPATH FINANCIAL
Tempe, AZ
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 |
|---|---|---|---|---|---|---|
| PROPATH FINANCIAL | State registered | Oct 16, 2019 | n/a | yes | Tempe, AZ | Current employment |
| VANGUARD ADVISERS, INC. | Bd affiliated wealth | Oct 1, 2019 | Oct 7, 2019 | no | SCOTTSDALE, AZ | Previous registration |
| EDWARD JONES | National bd RIA | Jan 24, 2013 | Apr 30, 2015 | no | ST LOUIS, MO|PHOENIX, AZ | Previous registration |
| THRIVENT INVESTMENT MANAGEMENT INC. | Bd affiliated wealth | Sep 8, 2011 | Dec 18, 2012 | no | Thousand Oaks, CA|GLENDALE, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VANGUARD ADVISERS, INC. | PROPATH FINANCIAL | Oct 7, 2019 | Oct 16, 2019 | 9 | Firm change | Ibd to state RIA |
| EDWARD JONES | VANGUARD ADVISERS, INC. | Apr 30, 2015 | Oct 1, 2019 | 1,615 | Firm change after gap | Ibd to ibd |
| THRIVENT INVESTMENT MANAGEMENT INC. | EDWARD JONES | Dec 18, 2012 | Jan 24, 2013 | 37 | Firm change | Other |