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Advisor at ROBERT W. BAIRD & CO. INCORPORATED
Mishawaka, IN
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 |
|---|---|---|---|---|---|---|
| ROBERT W. BAIRD & CO. INCORPORATED | Mixed wealth | Sep 26, 2024 | n/a | yes | Mishawaka, IN | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Aug 15, 2019 | Oct 3, 2024 | no | SOUTH BEND, IN|NOTRE DAME, IN|MISHAWAKA, IN|SOUTH BEND, IN|SOUTH BEND, IN|SOUTH BEND, IN|SOUTH BEND, IN|SOUTH BEND, IN|MISHAWAKA, IN | Previous registration |
| EDWARD JONES | National bd RIA | May 16, 2017 | Aug 7, 2019 | no | Granger, IN|ST LOUIS, MO|Granger, IN|MISHAWAKA, IN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | ROBERT W. BAIRD & CO. INCORPORATED | Oct 3, 2024 | Sep 26, 2024 | -7 | Firm change | Ibd to RIA |
| EDWARD JONES | LPL FINANCIAL LLC | Aug 7, 2019 | Aug 15, 2019 | 8 | Firm change | Ibd to ibd |