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Reading the graph
Advisor at EDWARD JONES
ST. LOUIS, MO
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 | Sep 8, 2026 | n/a | yes | ST. LOUIS, MO | Current employment |
| MONETA GROUP INVESTMENT ADVISORS, LLC | Independent wealth | Feb 8, 2024 | Sep 3, 2026 | no | St. Louis, MO|St. Louis, MO|ST. LOUIS, MO | Previous registration |
| STIFEL, NICOLAUS & COMPANY, INCORPORATED | National bd RIA | Sep 28, 2017 | Sep 29, 2023 | no | ST. LOUIS, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MONETA GROUP INVESTMENT ADVISORS, LLC | EDWARD JONES | Sep 3, 2026 | Sep 8, 2026 | 5 | Firm change | RIA to ibd |
| STIFEL, NICOLAUS & COMPANY, INCORPORATED | MONETA GROUP INVESTMENT ADVISORS, LLC | Sep 29, 2023 | Feb 8, 2024 | 132 | Firm change | Ibd to RIA |