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Advisor at EDWARD JONES
San Antonio, TX | ST. LOUIS, MO
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 | Jun 4, 2025 | n/a | yes | ST. LOUIS, MO|San Antonio, TX | Current employment |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Oct 4, 2018 | May 8, 2025 | no | Jacksonville, FL|San Antonio, TX|San Antonio, TX|San Antonio, TX|San Antonio, TX|San Antonio, TX|New York, NY|San Antonio, TX|Jacksonville, FL|San Antonio, TX|Jacksonville, FL|San Antonio, TX|San Antonio, TX|San Antonio, TX | Previous registration |
| USAA INVESTMENT SERVICES COMPANY | No RAUM reported | Jan 8, 2018 | Jun 28, 2018 | no | SAN ANTONIO, TX | Previous registration |
| USAA FINANCIAL PLANNING SERVICES | Former SEC adviser | Nov 23, 2016 | Jan 8, 2018 | no | SAN ANTONIO, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CITIGROUP GLOBAL MARKETS INC. | EDWARD JONES | May 8, 2025 | Jun 4, 2025 | 27 | Firm change | Ibd to ibd |
| USAA INVESTMENT SERVICES COMPANY | CITIGROUP GLOBAL MARKETS INC. | Jun 28, 2018 | Oct 4, 2018 | 98 | Firm change | Ibd to ibd |
| USAA FINANCIAL PLANNING SERVICES | USAA INVESTMENT SERVICES COMPANY | Jan 8, 2018 | Jan 8, 2018 | 0 | Bulk transfer | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 7059:250:TX:2025-05-08 | May 8, 2025 | Jun 4, 2025 | SAN ANTONIO, TX | Firm change |