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Advisor at COMPASS WEALTH
ST. LOUIS, MO
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 |
|---|---|---|---|---|---|---|
| COMPASS WEALTH | Independent wealth | Sep 7, 2026 | n/a | yes | ST. LOUIS, MO | Current employment |
| EDWARD JONES | National bd RIA | Apr 19, 2010 | Oct 21, 2010 | no | ST LOUIS, MO|Creve Coeur, MO|ST LOUIS, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EDWARD JONES | COMPASS WEALTH | Oct 21, 2010 | Sep 7, 2026 | 5,800 | Firm change after gap | Ibd to RIA |