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Reading the graph
Advisor at EDWARD JONES
BRISTOL, 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 | Oct 24, 2025 | n/a | yes | BRISTOL, VA | Current employment |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Bd affiliated wealth | Jan 2, 2024 | Oct 30, 2025 | no | Abingdon, VA|Bristol, VA|Bristol, TN|Bristol, TN | Previous registration |
| CONCORD WEALTH PARTNERS | Independent wealth | Dec 20, 2022 | Jan 2, 2024 | no | ABINGDON, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | EDWARD JONES | Oct 30, 2025 | Oct 24, 2025 | -6 | Firm change | Ibd to ibd |
| CONCORD WEALTH PARTNERS | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Jan 2, 2024 | Jan 2, 2024 | 0 | Firm change | RIA to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 118643:134139:VA:2024-01-02 | Jan 2, 2024 | Jan 2, 2024 | ABINGDON, VA | Firm change |