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Advisor at EDWARD JONES
ST. LOUIS, MO | Senoia, GA
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 | Jan 10, 2019 | n/a | yes | ST. LOUIS, MO|Senoia, GA | Current employment |
| WILDES FINANCIAL STRATEGIES, INC | Independent wealth | Aug 3, 2017 | Feb 15, 2019 | no | GEORGETOWN, SC | Previous registration |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Jul 12, 2013 | Oct 5, 2017 | no | GEORGETOWN, SC | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Aug 27, 2010 | Mar 29, 2012 | no | CHARLESTON, SC|GEORGETOWN, SC | Previous registration |
| EDWARD JONES | National bd RIA | Jun 12, 2008 | Jun 16, 2010 | no | ST LOUIS, MO|BISHOPVILLE, SC|SUMTER, SC|SUMTER, SC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WILDES FINANCIAL STRATEGIES, INC | EDWARD JONES | Feb 15, 2019 | Jan 10, 2019 | -36 | Firm change after gap | RIA to ibd |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | WILDES FINANCIAL STRATEGIES, INC | Oct 5, 2017 | Aug 3, 2017 | -63 | Firm change after gap | Other |
| WELLS FARGO ADVISORS | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Mar 29, 2012 | Jul 12, 2013 | 470 | Firm change after gap | Other |
| EDWARD JONES | WELLS FARGO ADVISORS | Jun 16, 2010 | Aug 27, 2010 | 72 | Firm change | Ibd to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 149018:289496:SC:2017-10-05 | Oct 5, 2017 | Aug 3, 2017 | GEORGETOWN, SC | Firm change after gap |