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Reading the graph
Advisor at TRUFP
CUMMING, GA
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 |
|---|---|---|---|---|---|---|
| Trufp | Independent wealth | Jan 2, 2019 | n/a | yes | CUMMING, GA | Current employment |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Bd affiliated wealth | Jan 2, 2018 | Dec 31, 2018 | no | Cumming, GA | Previous registration |
| EDWARD JONES | National bd RIA | Oct 18, 2016 | Feb 2, 2017 | no | Cumming, GA|ST LOUIS, MO|CUMMING, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Trufp | Dec 31, 2018 | Jan 2, 2019 | 2 | Firm change | Ibd to RIA |
| EDWARD JONES | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Feb 2, 2017 | Jan 2, 2018 | 334 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 134139:299212:GA:2018-12-31 | Dec 31, 2018 | Jan 2, 2019 | CUMMING, GA | Firm change |