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Advisor at ASSUREDPARTNERS INVESTMENT ADVISORS
TAMPA, FL | Wilmington, DE
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 |
|---|---|---|---|---|---|---|
| ASSUREDPARTNERS INVESTMENT ADVISORS | Mixed wealth | Jul 24, 2023 | n/a | yes | Wilmington, DE|TAMPA, FL | Current employment |
| LIGHTHOUSE FINANCIAL | Former SEC adviser | Oct 1, 2020 | Apr 17, 2024 | no | WILMINGTON, DE | Previous registration |
| EDWARD JONES | National bd RIA | Dec 15, 2017 | Oct 2, 2020 | no | WILMINGTON, DE|Hockessin, DE|ST LOUIS, MO|Maryland Heights, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LIGHTHOUSE FINANCIAL | ASSUREDPARTNERS INVESTMENT ADVISORS | Apr 17, 2024 | Jul 24, 2023 | -268 | Firm change after gap | RIA to RIA |
| EDWARD JONES | LIGHTHOUSE FINANCIAL | Oct 2, 2020 | Oct 1, 2020 | -1 | Firm change | Ibd to RIA |