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Reading the graph
Advisor at EDWARD JONES
SOUTHPORT, CT
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 | Dec 10, 2024 | n/a | yes | SOUTHPORT, CT | Current employment |
| BLACKROCK INVESTMENT MANAGEMENT, LLC | Asset manager | Sep 16, 2015 | Jun 27, 2017 | no | PRINCETON, NJ|New York, NY|PRINCETON, NJ | Previous registration |
| MORGAN STANLEY | Wirehouse | May 31, 2013 | Sep 15, 2015 | no | PARAMUS, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BLACKROCK INVESTMENT MANAGEMENT, LLC | EDWARD JONES | Jun 27, 2017 | Dec 10, 2024 | 2,723 | Firm change after gap | Other |
| MORGAN STANLEY | BLACKROCK INVESTMENT MANAGEMENT, LLC | Sep 15, 2015 | Sep 16, 2015 | 1 | Firm change | Other |