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RIA / WealthAdvisordual registered (broker-dealer)21 years in industry

ABRAHIM Mutee KASSIM

Advisor at EDWARD JONES

WOODBRIDGE, VA

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Search this name across graphsid dfx:ria:635623be-42e8-7f2e-17e4-831f771d7ea0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Mar 14, 2019 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: EDWARD JONES
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 7, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: Jul 7, 2005
First registration: Mar 14, 2019
Dual registered: yes, broker-dealer
Other names: ABRAHAM KASSIM|ABRAHIM MUTEE KASSIM|ABRAHIM MUTEE KASSIM|ABRAHIM M KASSIM|Abrahim Kassim
IAPD individual key: 4647259

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
EDWARD JONES	National bd RIA	Aug 21, 2026	n/a	yes	WOODBRIDGE, VA	Current employment
W&S BROKERAGE SERVICES, INC.	Bd affiliated wealth	Oct 22, 2024	Aug 24, 2026	no	COLLEGE PARK, MD	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Nov 14, 2023	Oct 11, 2024	no	VIENNA, VA	Previous registration
MUTUAL OF OMAHA INVESTOR SERVICES, INC.	Independent wealth	Jan 13, 2022	Nov 1, 2023	no	Manassas, VA\|GLEN ALLEN, VA\|Beltsville, MD	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Mar 14, 2019	Dec 8, 2021	no	LORTON, VA\|MCLEAN, VA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
W&S BROKERAGE SERVICES, INC.	EDWARD JONES	Aug 24, 2026	Aug 21, 2026	-3	Firm change	Ibd to ibd
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	W&S BROKERAGE SERVICES, INC.	Oct 11, 2024	Oct 22, 2024	11	Firm change	Wirehouse to ibd
MUTUAL OF OMAHA INVESTOR SERVICES, INC.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Nov 1, 2023	Nov 14, 2023	13	Firm change	RIA to wirehouse
WELLS FARGO ADVISORS	MUTUAL OF OMAHA INVESTOR SERVICES, INC.	Dec 8, 2021	Jan 13, 2022	36	Firm change	Other

Relationships

Registered with (5)

→ EDWARD JONESRegistered adviserregistration: current employment
Aug 21, 2026 to presentfactForm ADV
→ W&S BROKERAGE SERVICES, INC.Registered adviserregistration: previous registration
Oct 22, 2024 to Aug 24, 2026factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Nov 14, 2023 to Oct 11, 2024factForm ADV
→ MUTUAL OF OMAHA INVESTOR SERVICES, INC.Registered adviserregistration: previous registration
Jan 13, 2022 to Nov 1, 2023factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Mar 14, 2019 to Dec 8, 2021factForm ADV

Dated events

Occurred
Aug 24, 2026
Advisor changed firm
Abrahim Mutee Kassim left W&S Brokerage Services, Inc. for Edward Jones (registered 2026-08-21)
Form ADVobserved 5 days ago
Occurred
Oct 11, 2024
Advisor changed firm
Abrahim Mutee Kassim left Merrill Lynch, Pierce, Fenner & Smith Incorporated for W&S Brokerage Services, Inc. (registered 2024-10-22)
Form ADVobserved 5 days ago
Occurred
Nov 1, 2023
Advisor changed firm
Abrahim Mutee Kassim left Mutual Of Omaha Investor Services, Inc. for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2023-11-14)
Form ADVobserved 5 days ago