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Advisor at HARBOUR INVESTMENTS, INC.
GILBERT, AZ | Beloit, 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 |
|---|---|---|---|---|---|---|
| HARBOUR INVESTMENTS, INC. | Independent wealth | Jan 17, 2025 | n/a | yes | GILBERT, AZ|Beloit, WI | Current employment |
| CORNERSTONE WEALTH MANAGEMENT, LLC | Independent wealth | Apr 5, 2013 | Jan 31, 2019 | no | ROSCOE, IL|Rockton, IL | Previous registration |
| EDWARD JONES | National bd RIA | May 7, 2008 | Apr 4, 2013 | no | ROCKTON, IL|ST LOUIS, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CORNERSTONE WEALTH MANAGEMENT, LLC | HARBOUR INVESTMENTS, INC. | Jan 31, 2019 | Jan 17, 2025 | 2,178 | Firm change after gap | RIA to RIA |
| EDWARD JONES | CORNERSTONE WEALTH MANAGEMENT, LLC | Apr 4, 2013 | Apr 5, 2013 | 1 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 164666:19258:IL:2019-01-31 | Jan 31, 2019 | Jan 17, 2025 | ROCKTON, IL | Firm change after gap |