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Advisor at EDWARD JONES
Philadelphia, PA | ST. LOUIS, MO
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 25, 2026 | n/a | yes | Philadelphia, PA|ST. LOUIS, MO | Current employment |
| OSAIC WEALTH, INC. | Bd affiliated wealth | Jan 24, 2025 | Jun 16, 2026 | no | SCOTTSDALE, AZ | Previous registration |
| OSAIC FA, INC. | Former SEC adviser | Sep 30, 2022 | Jan 24, 2025 | no | RADNOR, PA|FORT WAYNE, IN | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Jul 12, 2022 | Sep 29, 2022 | no | WAYNE, PA|PHILADELPHIA, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| OSAIC WEALTH, INC. | EDWARD JONES | Jun 16, 2026 | Jun 25, 2026 | 9 | Firm change | Ibd to ibd |
| OSAIC FA, INC. | OSAIC WEALTH, INC. | Jan 24, 2025 | Jan 24, 2025 | 0 | Bulk transfer | Ibd to ibd |
| WELLS FARGO ADVISORS | OSAIC FA, INC. | Sep 29, 2022 | Sep 30, 2022 | 1 | Firm change | Wirehouse to ibd |