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Advisor at EDWARD JONES
HOUSTON, TX
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 21, 2025 | n/a | yes | HOUSTON, TX | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Apr 30, 2024 | Feb 18, 2026 | no | HOUSTON, TX|Houston, TX|SAN DIEGO, CA | Previous registration |
| OSAIC WEALTH, INC. | Bd affiliated wealth | Jan 19, 2024 | May 2, 2024 | no | HOUSTON, TX | Previous registration |
| WOODBURY FINANCIAL SERVICES, INC. | Former SEC adviser | Jun 16, 2021 | Jan 19, 2024 | no | HOUSTON, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | EDWARD JONES | Feb 18, 2026 | Nov 21, 2025 | -89 | Firm change after gap | Ibd to ibd |
| OSAIC WEALTH, INC. | LPL FINANCIAL LLC | May 2, 2024 | Apr 30, 2024 | -2 | Firm change | Ibd to ibd |
| WOODBURY FINANCIAL SERVICES, INC. | OSAIC WEALTH, INC. | Jan 19, 2024 | Jan 19, 2024 | 0 | Bulk transfer | Ibd to ibd |