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.

Current firm

EDWARD JONES

Current firm class

national broker-dealer RIAderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Nov 18, 1996earliest registration or exam on IAPD

Years in industry

29derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

Nov 18, 1996

First registration

Apr 3, 1997

Dual registered

yes, broker-dealer

Other names

GARY ALLEN SHILMAN

IAPD individual key

2796079

• Occurred

  Feb 12, 2024
  Advisor changed firm

  Gary Shilman left Potomac for Edward Jones (registered 2024-11-12)

  Form ADVobserved 4 days ago
• Occurred

  Aug 2, 2023
  Advisor changed firm

  Gary Shilman left Bts Asset Management, Inc. for Potomac (registered 2023-08-23)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ec1150b7-b6e7-cbcc-e692-4cfddb89dcd0

First observed

Apr 3, 1997

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.