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Advisor at EDWARD JONES
Tuscaloosa, AL | 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 | Mar 13, 2025 | n/a | yes | ST. LOUIS, MO|Tuscaloosa, AL | Current employment |
| KEEL POINT, LLC | Independent wealth | May 7, 2021 | Jan 27, 2023 | no | HUNTSVILLE, AL | Previous registration |
| HARLOW WEALTH MANAGEMENT, INC. | Independent wealth | Jan 27, 2021 | Apr 12, 2021 | no | VANCOUVER, WA | Previous registration |
| EDWARD JONES | National bd RIA | Apr 16, 2020 | Jan 15, 2021 | no | Maryland Heights, MO|Huntsville, AL|Huntsville, AL | Previous registration |
| RFG ADVISORY, LLC | Independent wealth | Nov 26, 2019 | Apr 1, 2020 | no | MADISON, AL | Previous registration |
| EDWARD JONES | National bd RIA | Dec 14, 2018 | Oct 22, 2019 | no | Tuscaloosa, AL|ST LOUIS, MO|TUSCALOOSA, AL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| KEEL POINT, LLC | EDWARD JONES | Jan 27, 2023 | Mar 13, 2025 | 776 | Firm change after gap | RIA to ibd |
| HARLOW WEALTH MANAGEMENT, INC. | KEEL POINT, LLC | Apr 12, 2021 | May 7, 2021 | 25 | Firm change | RIA to RIA |
| EDWARD JONES | HARLOW WEALTH MANAGEMENT, INC. | Jan 15, 2021 | Jan 27, 2021 | 12 | Firm change | Ibd to RIA |
| RFG ADVISORY, LLC | EDWARD JONES | Apr 1, 2020 | Apr 16, 2020 | 15 | Firm change | RIA to ibd |
| EDWARD JONES | RFG ADVISORY, LLC | Oct 22, 2019 | Nov 26, 2019 | 35 | Firm change | Ibd to RIA |