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Advisor at &PARTNERS
NASHVILLE, TN | Florence, SC
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 |
|---|---|---|---|---|---|---|
| &partners | Independent wealth | Feb 27, 2024 | n/a | yes | NASHVILLE, TN|NASHVILLE, TN|Florence, SC | Current employment |
| EDWARD JONES | National bd RIA | May 15, 2015 | Feb 2, 2024 | no | SUMTER, SC|FLORENCE, SC|ST LOUIS, MO|SUMTER, SC | Previous registration |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | Independent wealth | Jul 24, 2007 | Mar 7, 2015 | no | FLORENCE, SC | Previous registration |
| SYNOVUS INVESTMENT ADVISORS, INC. | n/a | Aug 25, 2003 | Mar 12, 2007 | no | COLUMBUS, GA|COLUMBIA, SC | Previous registration |
| SYNOVUS FUNDS INVESTMENT ADVISORS | n/a | Aug 25, 2003 | Sep 15, 2003 | no | COLUMBIA, SC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EDWARD JONES | &partners | Feb 2, 2024 | Feb 27, 2024 | 25 | Firm change | Ibd to RIA |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | EDWARD JONES | Mar 7, 2015 | May 15, 2015 | 69 | Firm change | Other |
| SYNOVUS INVESTMENT ADVISORS, INC. | WEBSTERROGERS FINANCIAL ADVISORS, LLC | Mar 12, 2007 | Jul 24, 2007 | 134 | Firm change | Other |
| SYNOVUS FUNDS INVESTMENT ADVISORS | SYNOVUS INVESTMENT ADVISORS, INC. | Sep 15, 2003 | Aug 25, 2003 | -21 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 250:3767:SC:2024-01-29 | Feb 2, 2024 | Feb 27, 2024 | SUMTER, SC | Firm change |