DFX Intelligence
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Reading the graph
Advisor at OMNIVEST
CASPER, WY
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 |
|---|---|---|---|---|---|---|
| Omnivest | State registered | May 11, 2026 | n/a | yes | CASPER, WY | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Mar 14, 2019 | May 26, 2026 | no | LAS VEGAS, NV|CASPER, WY | Previous registration |
| EDWARD JONES | National bd RIA | Mar 27, 2018 | Mar 7, 2019 | no | LAS VEGAS, NV|Las Vegas, NV|ST LOUIS, MO|LAS VEGAS, NV|LAS VEGAS, NV | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | Omnivest | May 26, 2026 | May 11, 2026 | -15 | Firm change | Ibd to state RIA |
| EDWARD JONES | LPL FINANCIAL LLC | Mar 7, 2019 | Mar 14, 2019 | 7 | Firm change | Ibd to RIA |