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Advisor at RWA ADVISORS
BOCA RATON, FL
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 |
|---|---|---|---|---|---|---|
| RWA ADVISORS | Independent wealth | Feb 20, 2024 | n/a | yes | BOCA RATON, FL | Current employment |
| PRIMERICA ADVISORS | National bd RIA | May 3, 2019 | Feb 14, 2024 | no | GREENACRES, FL | Previous registration |
| EDWARD JONES | National bd RIA | Aug 18, 2015 | May 4, 2017 | no | DAVIE, FL|PLANTATION, FL|PLANTATION, FL|ST LOUIS, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PRIMERICA ADVISORS | RWA ADVISORS | Feb 14, 2024 | Feb 20, 2024 | 6 | Firm change | Ibd to RIA |
| EDWARD JONES | PRIMERICA ADVISORS | May 4, 2017 | May 3, 2019 | 729 | Firm change after gap | Ibd to ibd |