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Advisor at EDWARD JONES
Valrico, FL | BRADENTON, FL
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 | May 5, 2022 | n/a | yes | Valrico, FL|BRADENTON, FL | Current employment |
| USAA INVESTMENT SERVICES COMPANY | No RAUM reported | Jan 8, 2018 | Jun 1, 2018 | no | SAN ANTONIO, TX | Previous registration |
| USAA FINANCIAL PLANNING SERVICES | Former SEC adviser | Nov 9, 2011 | Jan 8, 2018 | no | TAMPA, FL|TAMPA, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| USAA INVESTMENT SERVICES COMPANY | EDWARD JONES | Jun 1, 2018 | May 5, 2022 | 1,434 | Firm change after gap | Ibd to ibd |
| USAA FINANCIAL PLANNING SERVICES | USAA INVESTMENT SERVICES COMPANY | Jan 8, 2018 | Jan 8, 2018 | 0 | Bulk transfer | Other |