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Reading the graph
Advisor at WOLFBRIDGE WEALTH
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 |
|---|---|---|---|---|---|---|
| WOLFBRIDGE WEALTH | State registered | Mar 29, 2022 | n/a | yes | DURHAM, NC | Current employment |
| EDWARD JONES | National bd RIA | Feb 27, 2007 | Nov 20, 2008 | no | RALEIGH, NC|RALEIGH, NC|RALEIGH, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EDWARD JONES | WOLFBRIDGE WEALTH | Nov 20, 2008 | Mar 29, 2022 | 4,877 | Firm change after gap | Ibd to state RIA |