DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at EDWARD JONES
WOODSTOCK, GA
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 11, 2026 | n/a | yes | WOODSTOCK, GA | Current employment |
| WOODSTOCK WEALTH MANAGEMENT, INC. | Independent wealth | Aug 3, 2018 | Dec 12, 2019 | no | WOODSTOCK, GA | Previous registration |
| WOODSTOCK FINANCIAL GROUP, INC. | Former SEC adviser | Feb 6, 2007 | Nov 7, 2018 | no | WOODSTOCK, GA|WOODSTOCK, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WOODSTOCK WEALTH MANAGEMENT, INC. | EDWARD JONES | Dec 12, 2019 | Jun 11, 2026 | 2,373 | Firm change after gap | RIA to ibd |
| WOODSTOCK FINANCIAL GROUP, INC. | WOODSTOCK WEALTH MANAGEMENT, INC. | Nov 7, 2018 | Aug 3, 2018 | -96 | Channel change | RIA to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 38095:283472:GA:2018-11-07 | Nov 7, 2018 | Aug 3, 2018 | WOODSTOCK, GA | Firm change after gap |