DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at EDWARD JONES
LENEXA, KS
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 | Jul 28, 2010 | n/a | yes | LENEXA, KS | Current employment |
| MORGAN STANLEY | Wirehouse | Jun 1, 2009 | Jul 19, 2010 | no | Kansas City, MO | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Mar 22, 2007 | Jun 1, 2009 | no | KANSAS CITY, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | EDWARD JONES | Jul 19, 2010 | Jul 28, 2010 | 9 | Firm change | Wirehouse to ibd |
| CITIGROUP GLOBAL MARKETS INC. | MORGAN STANLEY | Jun 1, 2009 | Jun 1, 2009 | 0 | Bulk transfer | Other |