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Advisor at EDWARD JONES
MOAB, UT
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 | Oct 7, 2025 | n/a | yes | MOAB, UT | Current employment |
| MORGAN STANLEY | Wirehouse | Sep 5, 2023 | Oct 3, 2025 | no | Sandy, UT|Bountiful, UT | Previous registration |
| E*TRADE CAPITAL MANAGEMENT, LLC | Former SEC adviser | Oct 17, 2022 | Sep 5, 2023 | no | ARLINGTON, VA|SANDY, UT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | EDWARD JONES | Oct 3, 2025 | Oct 7, 2025 | 4 | Firm change | Wirehouse to ibd |
| E*TRADE CAPITAL MANAGEMENT, LLC | MORGAN STANLEY | Sep 5, 2023 | Sep 5, 2023 | 0 | Bulk transfer | RIA to wirehouse |