DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at UNITED BROKERAGE SERVICES INC
Glen Allen, VA
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 |
|---|---|---|---|---|---|---|
| UNITED BROKERAGE SERVICES INC | Bd affiliated wealth | Jan 16, 2025 | n/a | yes | Glen Allen, VA | Current employment |
| EQUITABLE ADVISORS, LLC | National bd RIA | Aug 21, 2023 | Jan 13, 2025 | no | RICHMOND, VA | Previous registration |
| EDWARD JONES | National bd RIA | May 17, 2019 | Aug 24, 2023 | no | Mechanicsville, VA|ST LOUIS, MO|COLONIAL HEIGHTS, VA|Mechanicsville, VA|Mechanicsville, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EQUITABLE ADVISORS, LLC | UNITED BROKERAGE SERVICES INC | Jan 13, 2025 | Jan 16, 2025 | 3 | Firm change | Ibd to ibd |
| EDWARD JONES | EQUITABLE ADVISORS, LLC | Aug 24, 2023 | Aug 21, 2023 | -3 | Firm change | Ibd to ibd |