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Advisor at EDWARD JONES
SAN DIEGO, CA
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 | Jun 11, 2024 | n/a | yes | SAN DIEGO, CA | Current employment |
| SECURIAN FINANCIAL SERVICES, INC. | Former SEC adviser | Mar 10, 2022 | Mar 16, 2023 | no | NEWPORT BEACH, CA|NEWPORT BEACH, CA|San Diego, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SECURIAN FINANCIAL SERVICES, INC. | EDWARD JONES | Mar 16, 2023 | Jun 11, 2024 | 453 | Firm change after gap | RIA to ibd |