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Advisor at VOYA FINANCIAL ADVISORS, INC.
PORTLAND, OR | TACOMA, WA | SCOTTSDALE, AZ
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 |
|---|---|---|---|---|---|---|
| VOYA FINANCIAL ADVISORS, INC. | Bd affiliated wealth | Oct 7, 2021 | n/a | yes | TACOMA, WA|SCOTTSDALE, AZ|PORTLAND, OR | Current employment |
| U.S. BANCORP INVESTMENTS, INC. | Former SEC adviser | Mar 9, 2021 | Sep 1, 2021 | no | Tigard, OR | Previous registration |
| EDWARD JONES | National bd RIA | Jun 29, 2018 | Dec 22, 2020 | no | Hagerstown, IN|ST LOUIS, MO|HAGERSTOWN, IN|HAGERSTOWN, IN|CENTERVILLE, IN|WEST LINN, OR|Liberty, IN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| U.S. BANCORP INVESTMENTS, INC. | VOYA FINANCIAL ADVISORS, INC. | Sep 1, 2021 | Oct 7, 2021 | 36 | Firm change | Ibd to ibd |
| EDWARD JONES | U.S. BANCORP INVESTMENTS, INC. | Dec 22, 2020 | Mar 9, 2021 | 77 | Firm change | Ibd to ibd |