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Advisor at EDWARD JONES
Wyoming, MI | WYOMING, MI
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 | Apr 2, 2018 | n/a | yes | Wyoming, MI|WYOMING, MI | Current employment |
| ADVISORY ALPHA, LLC | Independent wealth | Nov 15, 2017 | Aug 3, 2020 | no | GRAND RAPIDS, MI|HOLLAND, MI | Previous registration |
| RAYMOND JAMES & ASSOCIATES, INC. | National bd RIA | Apr 15, 2010 | Oct 26, 2017 | no | Holland, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ADVISORY ALPHA, LLC | EDWARD JONES | Aug 3, 2020 | Apr 2, 2018 | -854 | Firm change after gap | RIA to ibd |
| RAYMOND JAMES & ASSOCIATES, INC. | ADVISORY ALPHA, LLC | Oct 26, 2017 | Nov 15, 2017 | 20 | Firm change | Other |