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Advisor at EDWARD JONES
PLANO, TX | Celina, 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 |
|---|---|---|---|---|---|---|
| EDWARD JONES | National bd RIA | Jun 23, 2017 | n/a | yes | PLANO, TX|Celina, TX | Current employment |
| USAA FINANCIAL PLANNING SERVICES | Former SEC adviser | Feb 17, 2016 | Jun 28, 2017 | no | Addison, TX | Previous registration |
| USAA INVESTMENT SERVICES COMPANY | No RAUM reported | Feb 12, 2016 | Feb 17, 2016 | no | SAN ANTONIO, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| USAA FINANCIAL PLANNING SERVICES | EDWARD JONES | Jun 28, 2017 | Jun 23, 2017 | -5 | Firm change | Other |
| USAA INVESTMENT SERVICES COMPANY | USAA FINANCIAL PLANNING SERVICES | Feb 17, 2016 | Feb 17, 2016 | 0 | Channel change | Other |