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Advisor at EDWARD JONES
TULSA, OK
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 8, 2025 | n/a | yes | TULSA, OK | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Feb 14, 2018 | Sep 10, 2025 | no | TULSA, OK|TULSA, OK|EDMOND, OK|TULSA, OK|TULSA, OK|TULSA, OK|OWASSO, OK|STILLWATER, OK|SAPULPA, OK|OKLAHOMA CITY, OK|EDMOND, OK | Previous registration |
| INVEST FINANCIAL CORPORATION | Former SEC adviser | Aug 31, 2017 | Feb 14, 2018 | no | TULSA, OK | Previous registration |
| THE OAK RIDGE FINANCIAL SERVICES GROUP, INC | Independent wealth | Jan 5, 2016 | Aug 1, 2017 | no | St Charles, MO|GOLDEN VALLEY, MN|GOLDEN VALLEY, MN|Maryland Heights, MO | Previous registration |
| FELTL ADVISORS | Independent wealth | Jan 21, 2015 | Feb 3, 2016 | no | ST. CHARLES, MO|PLYMOUTH, MN | Previous registration |
| U.S. BANCORP INVESTMENTS, INC. | Former SEC adviser | Nov 13, 2006 | May 14, 2014 | no | BELLEVILLE, IL|New Athens, IL|Troy, MO|Warrenton, MO|SWANSEA, IL|Lake Saint Louis, MO|BELLEVILLE, IL|LAKE SAINT LOUIS, MO|SAINT PETERS, MO|Saint Charles, MO|Belleville, IL|Cahokia, IL|EAST SAINT LOUIS, IL|SWANSEA, IL|New Athens, IL|BELLEVILLE, IL|Fairview Heights, IL|Saint Charles, MO|ST LOUIS, MO|Saint Louis, MO|SPANISH LAKE, MO|Ferguson, MO|WATERLOO, IL|EAST ST LOUIS, IL | Previous registration |
| COMMERCE BROKERAGE SERVICES, INC | Former SEC adviser | Sep 2, 2004 | Oct 24, 2006 | no | KANSAS CITY, KS|KANSAS CITY, KS|KANSAS CITY, MO | Previous registration |
| BOK FINANCIAL ADVISORS | Bd affiliated wealth | Oct 28, 2002 | Jun 11, 2004 | no | ALBUQUERQUE, NM | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | EDWARD JONES | Sep 10, 2025 | Sep 8, 2025 | -2 | Firm change | Ibd to ibd |
| INVEST FINANCIAL CORPORATION | LPL FINANCIAL LLC | Feb 14, 2018 | Feb 14, 2018 | 0 | Bulk transfer | Other |
| THE OAK RIDGE FINANCIAL SERVICES GROUP, INC | INVEST FINANCIAL CORPORATION | Aug 1, 2017 | Aug 31, 2017 | 30 | Firm change | Other |
| FELTL ADVISORS | THE OAK RIDGE FINANCIAL SERVICES GROUP, INC | Feb 3, 2016 | Jan 5, 2016 | -29 | Firm change | Other |
| U.S. BANCORP INVESTMENTS, INC. | FELTL ADVISORS | May 14, 2014 | Jan 21, 2015 | 252 | Firm change | Other |
| COMMERCE BROKERAGE SERVICES, INC | U.S. BANCORP INVESTMENTS, INC. | Oct 24, 2006 | Nov 13, 2006 | 20 | Firm change | Other |
| BOK FINANCIAL ADVISORS | COMMERCE BROKERAGE SERVICES, INC | Jun 11, 2004 | Sep 2, 2004 | 83 | Firm change | Other |