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Advisor at EDWARD JONES
HOLLAND, MI
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 | Jul 28, 2019 | n/a | yes | HOLLAND, MI | Current employment |
| EDELMAN FINANCIAL ENGINES | Independent wealth | Sep 15, 2016 | Jul 10, 2019 | no | GRAND RAPIDS, MI|SANTA CLARA, CA | Previous registration |
| FINANCIAL ENGINES ADVISOR CENTER, LLC | Former SEC adviser | Jul 5, 2016 | Dec 1, 2016 | no | GRAND RAPIDS, MI|OVERLAND PARK, KS | Previous registration |
| TMFS-GRAND RAPIDS, LLC | Former SEC adviser | May 26, 2015 | Jul 12, 2016 | no | GRAND RAPIDS, MI | Previous registration |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Jul 23, 2013 | May 5, 2015 | no | STEVENSVILLE, MI | Previous registration |
| PRINCIPAL SECURITIES, INC. | Bd affiliated wealth | Jul 11, 2013 | Jul 23, 2013 | no | OCALA, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EDELMAN FINANCIAL ENGINES | EDWARD JONES | Jul 10, 2019 | Jul 28, 2019 | 18 | Firm change | RIA to ibd |
| FINANCIAL ENGINES ADVISOR CENTER, LLC | EDELMAN FINANCIAL ENGINES | Dec 1, 2016 | Sep 15, 2016 | -77 | Bulk transfer | Other |
| TMFS-GRAND RAPIDS, LLC | FINANCIAL ENGINES ADVISOR CENTER, LLC | Jul 12, 2016 | Jul 5, 2016 | -7 | Firm change | Other |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | TMFS-GRAND RAPIDS, LLC | May 5, 2015 | May 26, 2015 | 21 | Firm change | Other |
| PRINCIPAL SECURITIES, INC. | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Jul 23, 2013 | Jul 23, 2013 | 0 | Firm change | Other |