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Reading the graph
Advisor at EDWARD JONES
WEST MILTON, OH
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 | May 24, 2023 | n/a | yes | WEST MILTON, OH | Current employment |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Dec 6, 2020 | May 17, 2023 | no | Oakwood, OH | Previous registration |
| EDWARD JONES | National bd RIA | Feb 21, 2019 | Sep 7, 2019 | no | Mesa, AZ|TEMPE, AZ|Wapakoneta, OH|ST LOUIS, MO|PIQUA, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | EDWARD JONES | May 17, 2023 | May 24, 2023 | 7 | Firm change | Wirehouse to ibd |
| EDWARD JONES | J.P. MORGAN SECURITIES LLC | Sep 7, 2019 | Dec 6, 2020 | 456 | Firm change after gap | Ibd to wirehouse |