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Advisor at EDWARD JONES
DURHAM, NC
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 | Jul 22, 2022 | n/a | yes | DURHAM, NC | Current employment |
| TRUIST ADVISORY SERVICES, INC. | Bd affiliated wealth | Sep 13, 2016 | Jul 7, 2022 | no | DURHAM, NC|DURHAM, NC|APEX, NC|HILLSBOROUGH, NC|HILLSBOROUGH, NC|CHAPEL, NC|APEX, NC|APEX, NC | Previous registration |
| SUNTRUST INVESTMENT SERVICES, INC. | Former SEC adviser | May 29, 2015 | Dec 31, 2016 | no | DURHAM, NC|DURHAM, NC|APEX, NC|HILLSBOROUGH, NC|HILLSBOROUGH, NC|CHAPEL HILL, NC|APEX, NC|APEX, NC | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Sep 26, 2013 | May 19, 2015 | no | APEX, NC|RALEIGH, NC|APEX, NC|RALEIGH, NC|RALEIGH, NC|RALEIGH, NC|WILMINGTON, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRUIST ADVISORY SERVICES, INC. | EDWARD JONES | Jul 7, 2022 | Jul 22, 2022 | 15 | Firm change | Ibd to ibd |
| SUNTRUST INVESTMENT SERVICES, INC. | TRUIST ADVISORY SERVICES, INC. | Dec 31, 2016 | Sep 13, 2016 | -109 | Bulk transfer | Other |
| WELLS FARGO ADVISORS | SUNTRUST INVESTMENT SERVICES, INC. | May 19, 2015 | May 29, 2015 | 10 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 19616:17499:NC:2015-05-12 | May 19, 2015 | May 29, 2015 | WILMINGTON, NC | Firm change |