DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at EDWARD JONES
MINOT, ND
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 | Oct 20, 2021 | n/a | yes | MINOT, ND | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Dec 14, 2015 | Dec 14, 2021 | no | MINOT, ND|WILLISTON, ND|MOHALL, ND|MINOT, ND|Minot, ND|SAN DIEGO, CA|MINOT, ND|MINOT, ND | Previous registration |
| MONEY CONCEPTS ADVISORY SERVICE | Bd affiliated wealth | Nov 27, 2013 | Dec 10, 2015 | no | MINOT, ND|WILLISTON, ND|MINOT, ND|MOHALL, ND|PALM BEACH GARDENS, FL|PALM BEACH GARDENS, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | EDWARD JONES | Dec 14, 2021 | Oct 20, 2021 | -55 | Firm change after gap | Ibd to ibd |
| MONEY CONCEPTS ADVISORY SERVICE | LPL FINANCIAL LLC | Dec 10, 2015 | Dec 14, 2015 | 4 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 12963:6413:FL:2015-12-10 | Dec 10, 2015 | Dec 14, 2015 | PALM BEACH GARDENS, FL | Firm change |