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Advisor at EDWARD JONES
AUSTIN, TX
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 | Dec 5, 2025 | n/a | yes | AUSTIN, TX | Current employment |
| INSPIRE INVESTING, LLC | Asset manager | Oct 3, 2024 | Dec 12, 2025 | no | Point Venture, TX|MERIDIAN, ID | Previous registration |
| AVANTAX ADVISORY SERVICES | Former SEC adviser | Aug 29, 2023 | Sep 26, 2024 | no | DALLAS, TX|Giddings, TX | Previous registration |
| THRIVENT INVESTMENT MANAGEMENT INC. | Bd affiliated wealth | Sep 10, 2020 | Aug 30, 2023 | no | Cedar Park, TX|Lago Vista, TX|Point Venture, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| INSPIRE INVESTING, LLC | EDWARD JONES | Dec 12, 2025 | Dec 5, 2025 | -7 | Firm change | Other |
| AVANTAX ADVISORY SERVICES | INSPIRE INVESTING, LLC | Sep 26, 2024 | Oct 3, 2024 | 7 | Firm change | Other |
| THRIVENT INVESTMENT MANAGEMENT INC. | AVANTAX ADVISORY SERVICES | Aug 30, 2023 | Aug 29, 2023 | -1 | Firm change | Ibd to ibd |