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Advisor at EDWARD JONES
Cape Coral, FL | ST. LOUIS, MO
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 | Nov 8, 2018 | n/a | yes | ST. LOUIS, MO|Cape Coral, FL | Current employment |
| EDWARD JONES | National bd RIA | Sep 5, 2017 | Mar 20, 2018 | no | WILMINGTON, NC|HAMPSTEAD, NC|HAMPSTEAD, NC|ST LOUIS, MO | Previous registration |
| FIRST TRUST ADVISORS LP | Asset manager | Jul 30, 2012 | May 24, 2017 | no | WHEATON, IL|AUSTIN, TX | Previous registration |
| Onedigital | Institutional manager | May 31, 2010 | Nov 13, 2012 | no | LEAWOOD, KS|OVERLAND PARK, KS | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FIRST TRUST ADVISORS LP | EDWARD JONES | May 24, 2017 | Sep 5, 2017 | 104 | Firm change | Other |
| Onedigital | FIRST TRUST ADVISORS LP | Nov 13, 2012 | Jul 30, 2012 | -106 | Firm change after gap | Other |