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Advisor at EDWARD JONES
ST. LOUIS, MO | NOVI, MI
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 | Apr 19, 2023 | n/a | yes | ST. LOUIS, MO|NOVI, MI | Current employment |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Jul 13, 2018 | Aug 9, 2022 | no | BOSTON, MA|NOVI, MI | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | May 22, 2015 | Jul 13, 2018 | no | NOVI, MI | Previous registration |
| ALLSTATE FINANCIAL ADVISORS, LLC | Bd affiliated wealth | Aug 6, 2014 | Apr 8, 2015 | no | FERNDALE, MI | Previous registration |
| ADVICE AND PLANNING SERVICES | Bd affiliated wealth | Apr 18, 2007 | Oct 23, 2013 | no | ANN ARBOR, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | EDWARD JONES | Aug 9, 2022 | Apr 19, 2023 | 253 | Firm change | Ibd to ibd |
| STRATEGIC ADVISERS LLC | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Jul 13, 2018 | Jul 13, 2018 | 0 | Bulk transfer | Ibd to new firm |
| ALLSTATE FINANCIAL ADVISORS, LLC | STRATEGIC ADVISERS LLC | Apr 8, 2015 | May 22, 2015 | 44 | Firm change | Other |
| ADVICE AND PLANNING SERVICES | ALLSTATE FINANCIAL ADVISORS, LLC | Oct 23, 2013 | Aug 6, 2014 | 287 | Firm change | Other |