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Advisor at EDWARD JONES
Newnan, GA | 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 | Apr 13, 2026 | n/a | yes | ST. LOUIS, MO|Newnan, GA | Current employment |
| SCHWAB WEALTH ADVISORY, INC. | No RAUM reported | Sep 29, 2025 | Apr 23, 2026 | no | Atlanta, GA | Previous registration |
| EDWARD JONES | National bd RIA | Nov 7, 2023 | Sep 9, 2025 | no | ST. LOUIS, MO|Newnan, GA|ST LOUIS, MO | Previous registration |
| GOLDMAN SACHS WEALTH SERVICES, L.P. | Bd affiliated wealth | Aug 30, 2023 | Nov 9, 2023 | no | Atlanta, GA|Atlanta, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SCHWAB WEALTH ADVISORY, INC. | EDWARD JONES | Apr 23, 2026 | Apr 13, 2026 | -10 | Firm change | Other |
| EDWARD JONES | SCHWAB WEALTH ADVISORY, INC. | Sep 9, 2025 | Sep 29, 2025 | 20 | Firm change | Other |
| GOLDMAN SACHS WEALTH SERVICES, L.P. | EDWARD JONES | Nov 9, 2023 | Nov 7, 2023 | -2 | Firm change | Ibd to ibd |