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Advisor at EDWARD JONES
ST. LOUIS, MO | Charlotte, NC
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 | Jul 28, 2025 | n/a | yes | ST. LOUIS, MO|Charlotte, NC | Current employment |
| CROSSMARK GLOBAL INVESTMENTS, INC. | Mixed wealth | May 15, 2023 | May 29, 2024 | no | CHARLOTTE, NC|HOUSTON, TX | Previous registration |
| DIMENSIONAL FUND ADVISORS LP | Asset manager | Dec 8, 2011 | Feb 3, 2023 | no | AUSTIN, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CROSSMARK GLOBAL INVESTMENTS, INC. | EDWARD JONES | May 29, 2024 | Jul 28, 2025 | 425 | Firm change after gap | RIA to ibd |
| DIMENSIONAL FUND ADVISORS LP | CROSSMARK GLOBAL INVESTMENTS, INC. | Feb 3, 2023 | May 15, 2023 | 101 | Firm change | Other |