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Advisor at J. W. COLE ADVISORS, INC.
Logan, IA | TAMPA, FL | Omaha, NE
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 |
|---|---|---|---|---|---|---|
| J. W. COLE ADVISORS, INC. | Bd affiliated wealth | Feb 25, 2025 | n/a | yes | Logan, IA|Omaha, NE|TAMPA, FL | Current employment |
| FBL WEALTH MANAGEMENT, LLC | Bd affiliated wealth | Aug 21, 2019 | Mar 3, 2025 | no | West Des Moines, IA | Previous registration |
| EDWARD JONES | National bd RIA | May 17, 2011 | Apr 25, 2019 | no | ST LOUIS, MO|GRETNA, NE|OMAHA, NE|OMAHA, NE | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FBL WEALTH MANAGEMENT, LLC | J. W. COLE ADVISORS, INC. | Mar 3, 2025 | Feb 25, 2025 | -6 | Firm change | Ibd to ibd |
| EDWARD JONES | FBL WEALTH MANAGEMENT, LLC | Apr 25, 2019 | Aug 21, 2019 | 118 | Firm change | Ibd to new firm |