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Reading the graph
Advisor at EDWARD JONES
PLANO, TX
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 | Feb 15, 2013 | n/a | yes | PLANO, TX | Current employment |
| BOK FINANCIAL ADVISORS | Bd affiliated wealth | Dec 8, 2004 | Feb 19, 2013 | no | DALLAS, TX|MCKINNEY, TX|DALLAS, TX|DALLAS, TX|RICHARDSON, TX|RICHARDSON, TX|DALLAS, TX|DALLAS, TX|PLANO, TX|PLANO, TX|MCKINNEY, TX|PLANO, TX|DALLAS, TX|RICHARDSON, TX|Hurst, TX|DALLAS, TX|Plano, TX|Fort Worth, TX|Dallas, TX|HOUSTON, TX|SHERMAN, TX|SHERMAN, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BOK FINANCIAL ADVISORS | EDWARD JONES | Feb 19, 2013 | Feb 15, 2013 | -4 | Firm change | Other |