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Advisor at CBL WEALTH MANAGEMENT
APPLE VALLEY, CA | Hesperia, CA
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 |
|---|---|---|---|---|---|---|
| CBL WEALTH MANAGEMENT | State registered | Oct 9, 2017 | n/a | yes | Hesperia, CA|APPLE VALLEY, CA | Current employment |
| STARFOX FINANCIAL SERVICES, LLC | Former SEC adviser | Sep 15, 2010 | Oct 18, 2017 | no | THE WOODLANDS, TX | Previous registration |
| EDWARD JONES | National bd RIA | Aug 28, 2006 | Sep 9, 2010 | no | ST LOUIS, MO|HESPERIA, CA | Previous registration |
| MORGAN STANLEY DW INC. | n/a | Oct 14, 2005 | Sep 1, 2006 | no | VICTORVILLE, CA|VICTORVILLE, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STARFOX FINANCIAL SERVICES, LLC | CBL WEALTH MANAGEMENT | Oct 18, 2017 | Oct 9, 2017 | -9 | Firm change | RIA to state RIA |
| EDWARD JONES | STARFOX FINANCIAL SERVICES, LLC | Sep 9, 2010 | Sep 15, 2010 | 6 | Firm change | Ibd to RIA |
| MORGAN STANLEY DW INC. | EDWARD JONES | Sep 1, 2006 | Aug 28, 2006 | -4 | Firm change | Other |