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Advisor at EDWARD JONES
ONTARIO, OH
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 | Jun 7, 2024 | n/a | yes | ONTARIO, OH | Current employment |
| KEY INVESTMENT SERVICES LLC | Bd affiliated wealth | Jan 19, 2007 | Feb 15, 2024 | no | MANSFIELD, OH|MANSFIELD, OH|CANTON, OH|MANSFIELD, OH|Cleveland, OH|INDIANAPOLIS, IN|Dayton, OH|BROOKLYN, OH | Previous registration |
| CHASE INVESTMENT SERVICES CORP. | Former SEC adviser | Dec 7, 2005 | Jan 9, 2007 | no | ASHLAND, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| KEY INVESTMENT SERVICES LLC | EDWARD JONES | Feb 15, 2024 | Jun 7, 2024 | 113 | Firm change | Ibd to ibd |
| CHASE INVESTMENT SERVICES CORP. | KEY INVESTMENT SERVICES LLC | Jan 9, 2007 | Jan 19, 2007 | 10 | Firm change | Other |