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Reading the graph
Advisor at FISHER INVESTMENTS
PLANO, TX | TAMPA, 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 |
|---|---|---|---|---|---|---|
| FISHER INVESTMENTS | Independent wealth | Jun 14, 2022 | n/a | yes | TAMPA, FL|PLANO, TX | Current employment |
| EDWARD JONES | National bd RIA | May 14, 2020 | May 12, 2022 | no | LAKE CHARLES, LA|Humble, TX|ST LOUIS, MO|Lake Charles, LA|HUMBLE, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EDWARD JONES | FISHER INVESTMENTS | May 12, 2022 | Jun 14, 2022 | 33 | Firm change | Ibd to RIA |