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Advisor at PNC WEALTH MANAGEMENT
Albuquerque, NM | Austin, 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 |
|---|---|---|---|---|---|---|
| PNC WEALTH MANAGEMENT | Bd affiliated wealth | Jul 10, 2026 | n/a | yes | Albuquerque, NM|Austin, TX | Current employment |
| EDWARD JONES | National bd RIA | Mar 28, 2024 | Jul 8, 2026 | no | ALBUQUERQUE, NM|ST LOUIS, MO|Albuquerque, NM | Previous registration |
| BOK FINANCIAL ADVISORS | Bd affiliated wealth | May 23, 2023 | Apr 1, 2024 | no | Rio Rancho, NM|Albuquerque, NM|Los Lunas, NM|ALBUQUERQUE, NM|ALBUQUERQUE, NM|Albuquerque, NM|Albuquerque, NM|Albuquerque, NM|ALBUQUERQUE, NM | Previous registration |
| FIRST COMMAND ADVISORY SERVICES | Bd affiliated wealth | Jan 20, 2023 | Mar 28, 2023 | no | Albuquerque, NM|FORT WORTH, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EDWARD JONES | PNC WEALTH MANAGEMENT | Jul 8, 2026 | Jul 10, 2026 | 2 | Firm change | Ibd to ibd |
| BOK FINANCIAL ADVISORS | EDWARD JONES | Apr 1, 2024 | Mar 28, 2024 | -4 | Firm change | Ibd to ibd |
| FIRST COMMAND ADVISORY SERVICES | BOK FINANCIAL ADVISORS | Mar 28, 2023 | May 23, 2023 | 56 | Firm change | Ibd to ibd |