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Advisor at EAGLE WEALTH ADVISORS
Sarasota, 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 |
|---|---|---|---|---|---|---|
| EAGLE WEALTH ADVISORS | Independent wealth | May 17, 2023 | n/a | yes | Sarasota, FL | Current employment |
| EDWARD JONES | National bd RIA | Sep 4, 2015 | Dec 1, 2016 | no | SARASOTA, FL|ST LOUIS, MO|SIESTA KEY, FL|Sarasota, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EDWARD JONES | EAGLE WEALTH ADVISORS | Dec 1, 2016 | May 17, 2023 | 2,358 | Firm change after gap | Ibd to RIA |