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Advisor at MSH CAPITAL ADVISORS LLC
SCOTTSDALE, AZ
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 |
|---|---|---|---|---|---|---|
| MSH CAPITAL ADVISORS LLC | Independent wealth | Oct 18, 2018 | n/a | yes | SCOTTSDALE, AZ | Current employment |
| EDWARD JONES | National bd RIA | Feb 27, 2017 | Sep 28, 2018 | no | SCOTTSDALE, AZ | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Apr 3, 2015 | Feb 24, 2017 | no | SCOTTSDALE, AZ|SCOTTSDALE, AZ|SCOTTSDALE, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EDWARD JONES | MSH CAPITAL ADVISORS LLC | Sep 28, 2018 | Oct 18, 2018 | 20 | Firm change | Ibd to RIA |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | EDWARD JONES | Feb 24, 2017 | Feb 27, 2017 | 3 | Firm change | Wirehouse to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 7691:250:AZ:2017-02-24 | Feb 24, 2017 | Feb 27, 2017 | SCOTTSDALE, AZ | Firm change |