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Advisor at EDWARD JONES
ST. LOUIS, MO | Lachine, 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 | Aug 13, 2021 | n/a | yes | ST. LOUIS, MO|Lachine, MI | Current employment |
| CYPRESS CAPITAL WEALTH MANAGEMENT LLC | Mixed wealth | Jun 18, 2021 | Aug 5, 2021 | no | ANN ARBOR, MI|FARMINGTON HILLS, MI | Previous registration |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Nov 25, 2019 | Mar 23, 2021 | no | TRAVERSE CITY, MI | Previous registration |
| EDWARD JONES | National bd RIA | Apr 9, 2019 | Sep 14, 2019 | no | Bay City, MI|ST LOUIS, MO|Traverse City, MI|TRAVERSE CITY, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CYPRESS CAPITAL WEALTH MANAGEMENT LLC | EDWARD JONES | Aug 5, 2021 | Aug 13, 2021 | 8 | Firm change | Other |
| J.P. MORGAN SECURITIES LLC | CYPRESS CAPITAL WEALTH MANAGEMENT LLC | Mar 23, 2021 | Jun 18, 2021 | 87 | Firm change | Other |
| EDWARD JONES | J.P. MORGAN SECURITIES LLC | Sep 14, 2019 | Nov 25, 2019 | 72 | Firm change | Ibd to wirehouse |