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Advisor at BDB WEALTH ADVISORS LLC
RED LION, 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 |
|---|---|---|---|---|---|---|
| BDB WEALTH ADVISORS LLC | State registered | May 5, 2025 | n/a | yes | RED LION, PA | Current employment |
| EDWARD JONES | National bd RIA | Feb 10, 2014 | May 19, 2016 | no | WOODSTOCK, IL|ST LOUIS, MO|Cary, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EDWARD JONES | BDB WEALTH ADVISORS LLC | May 19, 2016 | May 5, 2025 | 3,273 | Firm change after gap | Ibd to state RIA |