DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at EXPRESSIVE WEALTH LLC
CHICAGO, IL | Orlando, 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 |
|---|---|---|---|---|---|---|
| EXPRESSIVE WEALTH LLC | Independent wealth | Aug 14, 2025 | n/a | yes | CHICAGO, IL|Orlando, FL | Current employment |
| OXFORD WEALTH GROUP, LLC | Independent wealth | May 26, 2023 | Jul 30, 2025 | no | ORLANDO, FL | Previous registration |
| EDWARD JONES | National bd RIA | Mar 2, 2020 | May 16, 2023 | no | Orlando, FL|Orlando, FL | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Oct 16, 2015 | Mar 4, 2020 | no | PHOENIX, AZ|PHOENIX, AZ|PHOENIX, AZ|PHOENIX, AZ|CAVE CREEK, AZ|ORLANDO, FL|PHOENIX, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| OXFORD WEALTH GROUP, LLC | EXPRESSIVE WEALTH LLC | Jul 30, 2025 | Aug 14, 2025 | 15 | Firm change | RIA to RIA |
| EDWARD JONES | OXFORD WEALTH GROUP, LLC | May 16, 2023 | May 26, 2023 | 10 | Firm change | Ibd to RIA |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | EDWARD JONES | Mar 4, 2020 | Mar 2, 2020 | -2 | Firm change | Wirehouse to ibd |