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Reading the graph
Advisor at EDWARD JONES
SAN CARLOS, CA | San Francisco, CA
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 | Aug 31, 2026 | n/a | yes | SAN CARLOS, CA|San Francisco, CA | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Feb 17, 2023 | Sep 10, 2026 | no | SAN FRANCISCO, CA|SAN FRANCISCO, CA|SAN FRANCISCO, CA|SAN FRANCISCO, CA | Previous registration |
| MORGAN STANLEY | Wirehouse | Jan 1, 2019 | Mar 8, 2023 | no | San Francisco, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | EDWARD JONES | Sep 10, 2026 | Aug 31, 2026 | -10 | Firm change | Wirehouse to ibd |
| MORGAN STANLEY | WELLS FARGO ADVISORS | Mar 8, 2023 | Feb 17, 2023 | -19 | Firm change | Wirehouse to wirehouse |