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Advisor at EDWARD JONES
NORWALK, OH | Strongsville, OH
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 | Jun 22, 2022 | n/a | yes | Strongsville, OH|NORWALK, OH | Current employment |
| PNC WEALTH MANAGEMENT | Bd affiliated wealth | Nov 13, 2009 | Jun 14, 2022 | no | CLEVELAND, OH|CLEVELAND, OH|CLEVELAND, OH | Previous registration |
| NATCITY INVESTMENTS, INC. | n/a | Jul 10, 2008 | Nov 13, 2009 | no | CLEVELAND, OH | Previous registration |
| 1ST DISCOUNT BROKERAGE, INC. | Independent wealth | Jan 3, 2008 | Mar 11, 2008 | no | NORTH ROYALTON, OH|LAKE WORTH, FL|HELEN, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PNC WEALTH MANAGEMENT | EDWARD JONES | Jun 14, 2022 | Jun 22, 2022 | 8 | Firm change | Ibd to ibd |
| NATCITY INVESTMENTS, INC. | PNC WEALTH MANAGEMENT | Nov 13, 2009 | Nov 13, 2009 | 0 | Bulk transfer | Other |
| 1ST DISCOUNT BROKERAGE, INC. | NATCITY INVESTMENTS, INC. | Mar 11, 2008 | Jul 10, 2008 | 121 | Firm change | Other |