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Advisor at CROWN POINT WEALTH ADVISORS
HOOD RIVER, OR
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 |
|---|---|---|---|---|---|---|
| CROWN POINT WEALTH ADVISORS | Independent wealth | Oct 14, 2022 | n/a | yes | HOOD RIVER, OR | Current employment |
| EDWARD JONES | National bd RIA | Nov 26, 2008 | Oct 17, 2022 | no | HOOD RIVER, OR|ST LOUIS, MO|HOOD RIVER, OR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EDWARD JONES | CROWN POINT WEALTH ADVISORS | Oct 17, 2022 | Oct 14, 2022 | -3 | Firm change | Ibd to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 250:322424:OR:2022-10-17 | Oct 17, 2022 | Oct 14, 2022 | HOOD RIVER, OR | Firm change |