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Advisor at EDWARD JONES
Carlisle, PA
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 | Sep 6, 2024 | n/a | yes | Carlisle, PA | Current employment |
| CITIZENS SECURITIES, INC. | Bd affiliated wealth | Jan 30, 2020 | Sep 6, 2024 | no | HOLMES, PA|WYNNEWOOD, PA|CONSHOHOCKEN, PA|NARBERTH, PA|HOLMES, PA|SPRINGFIELD, PA|FOLSOM, PA|HAVERTOWN, PA | Previous registration |
| EDWARD JONES | National bd RIA | Feb 22, 2016 | Jan 9, 2020 | no | Cambria Heights, NY|ST LOUIS, MO|TEMPE, AZ|Rockville Centre, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CITIZENS SECURITIES, INC. | EDWARD JONES | Sep 6, 2024 | Sep 6, 2024 | 0 | Firm change | Ibd to ibd |
| EDWARD JONES | CITIZENS SECURITIES, INC. | Jan 9, 2020 | Jan 30, 2020 | 21 | Firm change | Ibd to ibd |