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RIA / WealthAdvisordual registered (broker-dealer)16 years in industry

Lucas Charles Fox

Advisor at EDWARD JONES

SUGARCREEK, OH

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Search this name across graphsid dfx:ria:4bf76876-b865-f36d-e82a-b7ad03140a7a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:24 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Mar 22, 2010 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Mar 19, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Mar 19, 2010
First registration: Mar 22, 2010
Dual registered: yes, broker-dealer
Other names: LUCAS FOX|LUCAS C. FOX|LUCAS C FOX|LUCAS CHARLES FOX
IAPD individual key: 5753145

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
EDWARD JONES	National bd RIA	Mar 1, 2019	n/a	yes	SUGARCREEK, OH	Current employment
EVERENCE TRUST COMPANY	Former SEC adviser	Dec 7, 2017	Sep 13, 2018	no	Kidron, OH\|GOSHEN, IN	Previous registration
CONCOURSE FINANCIAL GROUP ADVISORS	Former SEC adviser	Nov 8, 2017	Oct 9, 2018	no	Kidron, OH	Previous registration
HUNTINGTON FINANCIAL ADVISORS	Bd affiliated wealth	Sep 8, 2016	Oct 16, 2017	no	MINERVA, OH\|SUGARCREEK, OH	Previous registration
HUNTINGTON FINANCIAL ADVISORS	Bd affiliated wealth	Aug 13, 2012	May 2, 2016	no	CUYAHOGA FALLS, OH\|CANTON, OH\|Canal Fulton, OH\|CARROLLTON, OH\|MASSILLON, OH\|CANTON, OH\|NORTH CANTON, OH\|AKRON, OH\|NORTH CANTON, OH\|HARTVILLE, OH\|DOVER, OH\|CANTON, OH\|TALLMADGE, OH\|LOUISVILLE, OH\|AKRON, OH\|UNIONTOWN, OH\|BARBERTON, OH\|WADSWORTH, OH\|BOLIVAR, OH\|NEWCOMERSTOWN, OH\|MINERVA, OH\|UHRICHSVILLE, OH\|SUGARCREEK, OH	Previous registration
EDWARD JONES	National bd RIA	Mar 22, 2010	Sep 23, 2010	no	DOVER, OH\|ST LOUIS, MO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CONCOURSE FINANCIAL GROUP ADVISORS	EVERENCE TRUST COMPANY	Oct 9, 2018	Dec 7, 2017	-306	Firm change after gap	Other
EVERENCE TRUST COMPANY	EDWARD JONES	Sep 13, 2018	Mar 1, 2019	169	Firm change	RIA to ibd
HUNTINGTON FINANCIAL ADVISORS	CONCOURSE FINANCIAL GROUP ADVISORS	Oct 16, 2017	Nov 8, 2017	23	Firm change	Other
EDWARD JONES	HUNTINGTON FINANCIAL ADVISORS	Sep 23, 2010	Aug 13, 2012	690	Firm change after gap	Other

Relationships

Registered with (4)

→ EDWARD JONESRegistered adviserregistration: previous registration
Mar 22, 2010 to Sep 23, 2010factForm ADV
→ CONCOURSE FINANCIAL GROUP ADVISORSRegistered adviserregistration: previous registration
Nov 8, 2017 to Oct 9, 2018factForm ADV
→ EVERENCE TRUST COMPANYRegistered adviserregistration: previous registration
Dec 7, 2017 to Sep 13, 2018factForm ADV
→ HUNTINGTON FINANCIAL ADVISORSRegistered adviserregistration: previous registration
Sep 8, 2016 to Oct 16, 2017factForm ADV

Dated events

No dated event names this entity yet.