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Advisor at SEA CHANGE FINANCIAL PLANNING
POINT PLEASANT, NJ
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 |
|---|---|---|---|---|---|---|
| SEA CHANGE FINANCIAL PLANNING | State registered | Jan 2, 2026 | n/a | yes | POINT PLEASANT, NJ | Current employment |
| EDWARD JONES | National bd RIA | Jul 25, 2018 | Jul 2, 2021 | no | Point Pleasant, NJ|ST LOUIS, MO|Point Pleasant Beach, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EDWARD JONES | SEA CHANGE FINANCIAL PLANNING | Jul 2, 2021 | Jan 2, 2026 | 1,645 | Firm change after gap | Ibd to state RIA |