DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at EDWARD JONES
Fairfax, 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 |
|---|---|---|---|---|---|---|
| EDWARD JONES | National bd RIA | Sep 21, 2021 | n/a | yes | Fairfax, VA|Fairfax, VA | Current employment |
| CAMPBELL WEALTH MANAGEMENT, INC. | Former SEC adviser | Dec 12, 2019 | Sep 20, 2021 | no | ALEXANDRIA, VA | Previous registration |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Jul 13, 2018 | Dec 5, 2019 | no | BOSTON, MA | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Jun 21, 2012 | Jul 13, 2018 | no | TYSONS CORNER, VA | Previous registration |
| SIGNATOR INVESTORS, INC. | Former SEC adviser | Jul 14, 2009 | Feb 14, 2012 | no | VIENNA, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAMPBELL WEALTH MANAGEMENT, INC. | EDWARD JONES | Sep 20, 2021 | Sep 21, 2021 | 1 | Firm change | RIA to ibd |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | CAMPBELL WEALTH MANAGEMENT, INC. | Dec 5, 2019 | Dec 12, 2019 | 7 | Firm change | Ibd to RIA |
| STRATEGIC ADVISERS LLC | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Jul 13, 2018 | Jul 13, 2018 | 0 | Bulk transfer | Ibd to new firm |
| SIGNATOR INVESTORS, INC. | STRATEGIC ADVISERS LLC | Feb 14, 2012 | Jun 21, 2012 | 128 | Firm change | Other |