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Advisor at EDWARD JONES
MT HOREB, WI
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 | Jun 22, 2026 | n/a | yes | MT HOREB, WI | Current employment |
| MORGAN STANLEY | Wirehouse | Jun 17, 2017 | Jun 22, 2026 | no | Middleton, WI | Previous registration |
| BMO HARRIS FINANCIAL ADVISORS, INC | Former SEC adviser | Jun 9, 2014 | Jun 12, 2017 | no | MADISON, WI | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Mar 14, 2011 | Jun 10, 2014 | no | CROSS PLAINS, WI | Previous registration |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Jul 19, 2006 | Mar 18, 2011 | no | Middleton, WI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | EDWARD JONES | Jun 22, 2026 | Jun 22, 2026 | 0 | Firm change | Wirehouse to ibd |
| BMO HARRIS FINANCIAL ADVISORS, INC | MORGAN STANLEY | Jun 12, 2017 | Jun 17, 2017 | 5 | Firm change | Other |
| LPL FINANCIAL LLC | BMO HARRIS FINANCIAL ADVISORS, INC | Jun 10, 2014 | Jun 9, 2014 | -1 | Firm change | Other |
| AMERIPRISE FINANCIAL SERVICES, LLC | LPL FINANCIAL LLC | Mar 18, 2011 | Mar 14, 2011 | -4 | Firm change | Other |