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Advisor at BOYD CAPITAL
ROCHESTER, NY
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 |
|---|---|---|---|---|---|---|
| BOYD CAPITAL | Independent wealth | Oct 23, 2023 | n/a | yes | ROCHESTER, NY | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Aug 11, 2010 | Oct 26, 2023 | no | ROCHESTER, NY|ROCHESTER, NY|ROCHESTER, NY | Previous registration |
| EDWARD JONES | National bd RIA | Sep 6, 2007 | Jul 16, 2010 | no | ST LOUIS, MO|North Chili, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | BOYD CAPITAL | Oct 26, 2023 | Oct 23, 2023 | -3 | Firm change | Ibd to RIA |
| EDWARD JONES | LPL FINANCIAL LLC | Jul 16, 2010 | Aug 11, 2010 | 26 | Firm change | Other |