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Advisor at EDWARD JONES
LAKE WALES, FL
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 | Feb 23, 2026 | n/a | yes | LAKE WALES, FL | Current employment |
| TD PRIVATE CLIENT WEALTH LLC | Bd affiliated wealth | Sep 11, 2020 | Feb 20, 2026 | no | Tampa, FL|Orlando, FL|Orlando, FL|WEST PALM BEACH, FL|Sarasota, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TD PRIVATE CLIENT WEALTH LLC | EDWARD JONES | Feb 20, 2026 | Feb 23, 2026 | 3 | Firm change | Ibd to ibd |