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Advisor at EDWARD JONES
Vancouver, WA
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 | Apr 25, 2025 | n/a | yes | Vancouver, WA|Vancouver, WA | Current employment |
| FIRST PACIFIC FINANCIAL, INC. | Independent wealth | Jul 2, 2020 | May 1, 2025 | no | VANCOUVER, WA | Previous registration |
| U.S. BANCORP INVESTMENTS, INC. | Former SEC adviser | Jul 22, 2019 | Jun 5, 2020 | no | Portland, OR|Vancouver, WA|Portland, OR | Previous registration |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Oct 17, 2018 | Jul 16, 2019 | no | VANCOUVER, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FIRST PACIFIC FINANCIAL, INC. | EDWARD JONES | May 1, 2025 | Apr 25, 2025 | -6 | Firm change | RIA to ibd |
| U.S. BANCORP INVESTMENTS, INC. | FIRST PACIFIC FINANCIAL, INC. | Jun 5, 2020 | Jul 2, 2020 | 27 | Firm change | Ibd to RIA |
| AMERIPRISE FINANCIAL SERVICES, LLC | U.S. BANCORP INVESTMENTS, INC. | Jul 16, 2019 | Jul 22, 2019 | 6 | Firm change | Ibd to ibd |