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Advisor at EDWARD JONES
BLUE SPRINGS, MO
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 | Sep 23, 2024 | n/a | yes | BLUE SPRINGS, MO | Current employment |
| NORTH SQUARE INVESTMENTS, LLC | Asset manager | Dec 27, 2018 | Apr 2, 2019 | no | CHICAGO, IL | Previous registration |
| OAK RIDGE INVESTMENTS, LLC | Independent wealth | Aug 30, 2017 | Aug 15, 2018 | no | CHICAGO, IL | Previous registration |
| INVESCO ADVISERS, INC. | Asset manager | Jun 17, 2014 | Jul 7, 2017 | no | ATLANTA, GA|DOWNERS GROVE, IL | Previous registration |
| EDWARD JONES | National bd RIA | Nov 8, 2012 | Jun 3, 2014 | no | OLATHE, KS|Maryland Heights, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NORTH SQUARE INVESTMENTS, LLC | EDWARD JONES | Apr 2, 2019 | Sep 23, 2024 | 2,001 | Firm change after gap | Other |
| OAK RIDGE INVESTMENTS, LLC | NORTH SQUARE INVESTMENTS, LLC | Aug 15, 2018 | Dec 27, 2018 | 134 | Firm change | RIA to new firm |
| INVESCO ADVISERS, INC. | OAK RIDGE INVESTMENTS, LLC | Jul 7, 2017 | Aug 30, 2017 | 54 | Firm change | Other |
| EDWARD JONES | INVESCO ADVISERS, INC. | Jun 3, 2014 | Jun 17, 2014 | 14 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 107066:294355:IL:2018-08-15 | Aug 15, 2018 | Dec 27, 2018 | CHICAGO, IL | Firm change |