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Advisor at INDEPENDENT ADVISOR ALLIANCE, LLC
Jacksonville, 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 |
|---|---|---|---|---|---|---|
| INDEPENDENT ADVISOR ALLIANCE, LLC | Independent wealth | Sep 24, 2018 | n/a | yes | Jacksonville, FL | Current employment |
| INDEPENDENT FINANCIAL PARTNERS | Bd affiliated wealth | Mar 26, 2012 | Dec 31, 2018 | no | JACKSONVILLE, FL|JACKSONVILLE, FL | Previous registration |
| EDWARD JONES | National bd RIA | Apr 4, 2011 | Mar 13, 2012 | no | PONTE VEDRA BEACH, FL|ST LOUIS, MO|PONTE VEDRA BEACH, FL|ST LOUIS, MO|JACKSONVILLE, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| INDEPENDENT FINANCIAL PARTNERS | INDEPENDENT ADVISOR ALLIANCE, LLC | Dec 31, 2018 | Sep 24, 2018 | -98 | Firm change after gap | Ibd to RIA |
| EDWARD JONES | INDEPENDENT FINANCIAL PARTNERS | Mar 13, 2012 | Mar 26, 2012 | 13 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 125112:168267:FL:2018-12-27 | Dec 31, 2018 | Sep 24, 2018 | JACKSONVILLE, FL | Firm change after gap |