DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at EDWARD JONES
SHREWSBURY, NJ | Fair Haven, NJ
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 | Dec 8, 2023 | n/a | yes | Fair Haven, NJ|SHREWSBURY, NJ | Current employment |
| SANTANDER SECURITIES | Bd affiliated wealth | Oct 22, 2019 | Sep 5, 2023 | no | Freehold, NJ|Boston, MA|Ocean, NJ|JACKSON, NJ|Villanova, PA|Freehold, NJ|Conshohocken, PA|Scotch Plains, NJ | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Apr 26, 2013 | Aug 19, 2019 | no | PENNINGTON, NJ|OCEAN, NJ|HOWELL, NJ|OCEAN, NJ|BRADLEY BEACH, NJ|OCEAN, NJ | Previous registration |
| NEW ENGLAND SECURITIES CORPORATION | Former SEC adviser | Mar 15, 2011 | Oct 19, 2011 | no | WALL TOWNSHIP, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SANTANDER SECURITIES | EDWARD JONES | Sep 5, 2023 | Dec 8, 2023 | 94 | Firm change | Ibd to ibd |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | SANTANDER SECURITIES | Aug 19, 2019 | Oct 22, 2019 | 64 | Firm change | Wirehouse to ibd |
| NEW ENGLAND SECURITIES CORPORATION | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Oct 19, 2011 | Apr 26, 2013 | 555 | Firm change after gap | Other |