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Advisor at LPL FINANCIAL LLC
DALLAS, TX
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 | Dec 9, 2025 | n/a | yes | DALLAS, TX | Current employment |
| EDWARD JONES | National bd RIA | Mar 22, 2010 | Nov 10, 2025 | no | RICHARDSON, TX|GARLAND, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EDWARD JONES | LPL FINANCIAL LLC | Nov 10, 2025 | Dec 9, 2025 | 29 | Firm change | Ibd to ibd |