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Advisor at EDWARD JONES
GRANTS PASS, OR
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 | Aug 17, 2012 | n/a | yes | GRANTS PASS, OR | Current employment |
| CUSO FINANCIAL SERVICES, L.P. | Former SEC adviser | Oct 1, 2009 | Aug 10, 2012 | no | GRANTS PASS, OR|SAN DIEGO, CA | Previous registration |
| CUNA BROKERAGE SERVICES, INC. | Former SEC adviser | Apr 28, 2006 | Oct 5, 2009 | no | GRANT PASS, OR|GRANTS PASS, OR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CUSO FINANCIAL SERVICES, L.P. | EDWARD JONES | Aug 10, 2012 | Aug 17, 2012 | 7 | Firm change | Other |
| CUNA BROKERAGE SERVICES, INC. | CUSO FINANCIAL SERVICES, L.P. | Oct 5, 2009 | Oct 1, 2009 | -4 | Firm change | Other |