DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at EDWARD JONES
MORRISVILLE, 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 |
|---|---|---|---|---|---|---|
| EDWARD JONES | National bd RIA | Mar 15, 2022 | n/a | yes | MORRISVILLE, NC | Current employment |
| STRATEGIC ADVISERS LLC | National bd RIA | Sep 5, 2014 | Jul 25, 2016 | no | DURHAM, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STRATEGIC ADVISERS LLC | EDWARD JONES | Jul 25, 2016 | Mar 15, 2022 | 2,059 | Firm change after gap | Ibd to ibd |