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.

Current firm

EDWARD JONES

Current firm class

national broker-dealer RIAderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jun 12, 2012earliest registration or exam on IAPD

Years in industry

14derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Designations

Chartered Financial Analyst

Exams

S63

First exam

Jun 12, 2012

First registration

Dec 11, 2020

Dual registered

yes, broker-dealer

Other names

FRANK PEREIRO|FRANK GARDNER PEREIRO|FRANK GARDNER PEREIRO

IAPD individual key

6068161

• Occurred

  Nov 13, 2023
  Advisor changed firm

  Frank Gardner Pereiro left Wolff Financial Management Llc for Edward Jones (registered 2022-06-21)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:45b2bca3-f5c1-2d13-6a81-bc06c1067865

First observed

Dec 11, 2020

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.