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Reading the graph
Advisor at CAPITAL ANALYSTS
Fort Washington, PA | Peabody, MA
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 |
|---|---|---|---|---|---|---|
| CAPITAL ANALYSTS | Bd affiliated wealth | Aug 9, 2022 | n/a | yes | Peabody, MA | Current employment |
| LINCOLN INVESTMENT | Independent wealth | Aug 9, 2022 | n/a | yes | Fort Washington, PA|Peabody, MA | Current employment |
| DONOGHUE FORLINES LLC | Asset manager | Apr 13, 2018 | Dec 20, 2019 | no | BOSTON, MA | Previous registration |
| EDWARD JONES | National bd RIA | Apr 13, 2018 | Aug 10, 2022 | no | Andover, MA|ST LOUIS, MO|TEWKSBURY, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EDWARD JONES | LINCOLN INVESTMENT | Aug 10, 2022 | Aug 9, 2022 | -1 | Firm change | Ibd to RIA |
| DONOGHUE FORLINES LLC | EDWARD JONES | Dec 20, 2019 | Apr 13, 2018 | -616 | Firm change after gap | Other |