DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at FACET
WEST PALM BEACH, FL | Newport , NC
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 |
|---|---|---|---|---|---|---|
| Facet | Independent wealth | Aug 19, 2026 | n/a | yes | Newport , NC|WEST PALM BEACH, FL | Current employment |
| EDWARD JONES | National bd RIA | Jan 2, 2025 | Aug 11, 2026 | no | JACKSONVILLE, NC | Previous registration |
| VANGUARD ADVISERS, INC. | Bd affiliated wealth | Oct 11, 2018 | Oct 17, 2024 | no | CHARLOTTE, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EDWARD JONES | Facet | Aug 11, 2026 | Aug 19, 2026 | 8 | Firm change | Ibd to RIA |
| VANGUARD ADVISERS, INC. | EDWARD JONES | Oct 17, 2024 | Jan 2, 2025 | 77 | Firm change | Ibd to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 106715:250:NC:2024-10-17 | Oct 17, 2024 | Jan 2, 2025 | CHARLOTTE, NC | Firm change |