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Advisor at EDWARD JONES
YAKIMA, WA
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 13, 2023 | n/a | yes | YAKIMA, WA | Current employment |
| THE PROFESSIONAL FINANCIAL COMPANY LLC | Independent wealth | Apr 18, 2022 | Apr 4, 2023 | no | OREM, UT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| THE PROFESSIONAL FINANCIAL COMPANY LLC | EDWARD JONES | Apr 4, 2023 | Jul 13, 2023 | 100 | Firm change | RIA to ibd |