DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at J.P. MORGAN SECURITIES LLC
Bozeman, MT
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 |
|---|---|---|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | Wirehouse | Dec 8, 2025 | n/a | yes | Bozeman, MT | Current employment |
| PRINCIPAL SECURITIES, INC. | Bd affiliated wealth | Jul 2, 2024 | Nov 10, 2025 | no | Bozeman, MT|Bozeman, MT|DENVER, CO | Previous registration |
| EDWARD JONES | National bd RIA | Jun 21, 2018 | Feb 1, 2024 | no | BOZEMAN, MT|Bozeman, MT|ST LOUIS, MO|Bozeman, MT|Bozeman, MT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PRINCIPAL SECURITIES, INC. | J.P. MORGAN SECURITIES LLC | Nov 10, 2025 | Dec 8, 2025 | 28 | Firm change | Ibd to wirehouse |
| EDWARD JONES | PRINCIPAL SECURITIES, INC. | Feb 1, 2024 | Jul 2, 2024 | 152 | Firm change | Ibd to ibd |