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Advisor at EDWARD JONES
SOUTH PARIS, ME
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 | Feb 10, 2025 | n/a | yes | SOUTH PARIS, ME | Current employment |
| MEASURED WEALTH PRIVATE CLIENT GROUP, LLC | Independent wealth | Apr 27, 2022 | Feb 12, 2025 | no | PORTSMOUTH, NH | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Oct 20, 2020 | May 6, 2022 | no | NEWPORT, NH | Previous registration |
| EDWARD JONES | National bd RIA | May 20, 2019 | Oct 21, 2020 | no | CONCORD, NH|LACONIA, NH | Previous registration |
| EDWARD JONES | National bd RIA | Dec 8, 2014 | Nov 28, 2017 | no | GILFORD, NH|ST LOUIS, MO|LACONIA, NH|GILFORD, NH|GILFORD, NH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MEASURED WEALTH PRIVATE CLIENT GROUP, LLC | EDWARD JONES | Feb 12, 2025 | Feb 10, 2025 | -2 | Firm change | RIA to ibd |
| LPL FINANCIAL LLC | MEASURED WEALTH PRIVATE CLIENT GROUP, LLC | May 6, 2022 | Apr 27, 2022 | -9 | Firm change | RIA to RIA |
| EDWARD JONES | LPL FINANCIAL LLC | Oct 21, 2020 | Oct 20, 2020 | -1 | Firm change | Ibd to ibd |