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Advisor at EDWARD JONES
Chesapeake, VA | NORFOLK, VA
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 | Apr 2, 2018 | n/a | yes | Chesapeake, VA|NORFOLK, VA | Current employment |
| TRUIST ADVISORY SERVICES, INC. | Bd affiliated wealth | Sep 21, 2016 | Apr 2, 2018 | no | CHESAPEAKE, VA|PORTSMOUTH, VA|FRANKLIN, VA|SUFFOLK, VA|NEWPORT NEWS, VA | Previous registration |
| SUNTRUST INVESTMENT SERVICES, INC. | Former SEC adviser | Jul 24, 2015 | Dec 31, 2016 | no | CHESAPEAKE, VA|NEWPORT NEWS, VA|SUFFOLK, VA|FRANKLIN, VA|PORTSMOUTH, VA | Previous registration |
| BB&T INVESTMENT SERVICES, INC. | Former SEC adviser | Jan 23, 2008 | Jul 24, 2015 | no | FAIRFAX, VA|PORTSMOUTH, VA|PORTSMOUTH, VA|CHESAPEAKE, VA|CHESAPEAKE, VA|VIRGINIA BEACH, VA|VIRGINIA BEACH, VA|CHESAPEAKE, VA|NORFOLK, VA|NORFOLK, VA|NORFOLK, VA|NORFOLK, VA|VIRGINIA BEACH, VA|NORFOLK, VA|CHARLOTTE, NC|VIRGINIA BEACH, VA|VIRGINIA BEACH, VA|CHESAPEAKE, VA|VIRGINIA BEACH, VA|CHESAPEAKE, VA | Previous registration |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Apr 18, 2005 | May 2, 2007 | no | VIRGINIA BEACH, VA|Virginia Beach, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRUIST ADVISORY SERVICES, INC. | EDWARD JONES | Apr 2, 2018 | Apr 2, 2018 | 0 | Firm change | Ibd to ibd |
| SUNTRUST INVESTMENT SERVICES, INC. | TRUIST ADVISORY SERVICES, INC. | Dec 31, 2016 | Sep 21, 2016 | -101 | Bulk transfer | Other |
| BB&T INVESTMENT SERVICES, INC. | SUNTRUST INVESTMENT SERVICES, INC. | Jul 24, 2015 | Jul 24, 2015 | 0 | Firm change | Other |
| AMERIPRISE FINANCIAL SERVICES, LLC | BB&T INVESTMENT SERVICES, INC. | May 2, 2007 | Jan 23, 2008 | 266 | Firm change | Ibd to new firm |