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Advisor at LPL FINANCIAL LLC
NAPLES, FL | GRANTS PASS, OR
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 |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | Bd affiliated wealth | May 6, 2022 | n/a | yes | NAPLES, FL|GRANTS PASS, OR | Current employment |
| EDWARD JONES | National bd RIA | Sep 2, 2015 | May 9, 2022 | no | GRANTS PASS, OR|GRANTS PASS, OR|ST LOUIS, MO|GRANTS PASS, OR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EDWARD JONES | LPL FINANCIAL LLC | May 9, 2022 | May 6, 2022 | -3 | Firm change | Ibd to RIA |