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Advisor at EDWARD JONES
EXTON, PA
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 11, 2026 | n/a | yes | EXTON, PA | Current employment |
| STONEX ADVISORS INC. | Bd affiliated wealth | Aug 26, 2021 | Oct 2, 2024 | no | MONTGOMERY, PA|BIRMINGHAM, AL | Previous registration |
| LION STREET ADVISORS, LLC | Former SEC adviser | Jul 12, 2019 | Mar 10, 2021 | no | Southampton, PA | Previous registration |
| MML INVESTORS SERVICES, LLC | Bd affiliated wealth | Dec 21, 2016 | Jul 25, 2017 | no | Radnor, PA | Previous registration |
| EQUITABLE ADVISORS, LLC | National bd RIA | May 29, 2015 | Nov 25, 2015 | no | BALA CYNWYD, PA|ROCKLEDGE, PA|BALA CYNWYD, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STONEX ADVISORS INC. | EDWARD JONES | Oct 2, 2024 | May 11, 2026 | 586 | Firm change after gap | Ibd to ibd |
| LION STREET ADVISORS, LLC | STONEX ADVISORS INC. | Mar 10, 2021 | Aug 26, 2021 | 169 | Firm change | Ibd to ibd |
| MML INVESTORS SERVICES, LLC | LION STREET ADVISORS, LLC | Jul 25, 2017 | Jul 12, 2019 | 717 | Firm change after gap | Other |
| EQUITABLE ADVISORS, LLC | MML INVESTORS SERVICES, LLC | Nov 25, 2015 | Dec 21, 2016 | 392 | Firm change | Other |