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Advisor at EDWARD JONES
CENTENNIAL, CO | Castle Rock, CO
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 | Mar 28, 2025 | n/a | yes | Castle Rock, CO|CENTENNIAL, CO | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Aug 25, 2023 | Feb 11, 2025 | no | GREENWOOD VILLAGE, CO | Previous registration |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Oct 20, 2021 | Jul 27, 2023 | no | Lone Tree, CO | Previous registration |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Mar 4, 2019 | Sep 13, 2019 | no | Fort Worth, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | EDWARD JONES | Feb 11, 2025 | Mar 28, 2025 | 45 | Firm change | Wirehouse to ibd |
| CHARLES SCHWAB & CO., INC. | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Jul 27, 2023 | Aug 25, 2023 | 29 | Firm change | Ibd to wirehouse |