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Advisor at EDWARD JONES
ST. LOUIS, MO | Chesapeake, VA
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 | Nov 7, 2019 | n/a | yes | ST. LOUIS, MO|Chesapeake, VA | Current employment |
| EDWARD JONES | National bd RIA | Jun 20, 2007 | Nov 6, 2009 | no | TEMPE, AZ|MERIDIAN, ID|NAMPA, ID|ST LOUIS, MO | Previous registration |
| VALIC FINANCIAL ADVISORS, INC. | Bd affiliated wealth | Jan 7, 2005 | Nov 3, 2005 | no | MISSOULA, MT | Previous registration |
| WELLS FARGO INVESTMENTS, LLC | n/a | Jul 14, 2004 | Oct 5, 2004 | no | BOISE, ID | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VALIC FINANCIAL ADVISORS, INC. | EDWARD JONES | Nov 3, 2005 | Jun 20, 2007 | 594 | Firm change after gap | Other |
| WELLS FARGO INVESTMENTS, LLC | VALIC FINANCIAL ADVISORS, INC. | Oct 5, 2004 | Jan 7, 2005 | 94 | Firm change | Other |