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Advisor at EDWARD JONES
ST. LOUIS, MO | Grapevine, TX
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 | Jan 19, 2023 | n/a | yes | ST. LOUIS, MO|Grapevine, TX | Current employment |
| NUVEEN ASSET MANAGEMENT, LLC | Mixed wealth | Mar 20, 2014 | Aug 7, 2020 | no | CHICAGO, IL|GRAPEVINE, TX | Previous registration |
| LORD, ABBETT & CO. LLC | Asset manager | May 14, 2000 | Apr 4, 2014 | no | JERSEY CITY, NJ|JERSEY CITY, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NUVEEN ASSET MANAGEMENT, LLC | EDWARD JONES | Aug 7, 2020 | Jan 19, 2023 | 895 | Firm change after gap | RIA to ibd |
| LORD, ABBETT & CO. LLC | NUVEEN ASSET MANAGEMENT, LLC | Apr 4, 2014 | Mar 20, 2014 | -15 | Firm change | Other |