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Advisor at EDWARD JONES
MARSHALL, WI
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 | May 29, 2015 | n/a | yes | MARSHALL, WI | Current employment |
| ALLSPRING FUNDS MANAGEMENT, LLC | Asset manager | Aug 20, 2012 | Dec 31, 2014 | no | MENOMONEE FALLS, WI | Previous registration |
| EDWARD JONES | National bd RIA | Apr 27, 2007 | Aug 23, 2010 | no | ST LOUIS, MO|BOULDER, CO|ST. LOUIS, MO|ST LOUIS, MO|Erie, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ALLSPRING FUNDS MANAGEMENT, LLC | EDWARD JONES | Dec 31, 2014 | May 29, 2015 | 149 | Firm change | Other |
| EDWARD JONES | ALLSPRING FUNDS MANAGEMENT, LLC | Aug 23, 2010 | Aug 20, 2012 | 728 | Firm change after gap | Other |