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Advisor at LIBRA WEALTH LLC
BAYFIELD, CO | LOS GATOS, 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 |
|---|---|---|---|---|---|---|
| LIBRA WEALTH LLC | Independent wealth | Sep 8, 2026 | n/a | yes | BAYFIELD, CO|LOS GATOS, CA | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Aug 23, 2022 | Oct 28, 2025 | no | SCOTTSDALE, AZ | Previous registration |
| EDWARD JONES | National bd RIA | Aug 5, 2013 | Aug 24, 2022 | no | ST LOUIS, MO|AZTEC, NM|FARMINGTON, NM | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | LIBRA WEALTH LLC | Oct 28, 2025 | Sep 8, 2026 | 315 | Firm change | Wirehouse to RIA |
| EDWARD JONES | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Aug 24, 2022 | Aug 23, 2022 | -1 | Firm change | Ibd to wirehouse |