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

Jul 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S66

First exam

Oct 27, 2023

First registration

Nov 29, 2023

Dual registered

yes, broker-dealer

Other names

Olivia G. Swift|Olivia Swift

IAPD individual key

7829230

• Occurred

  Oct 16, 2025
  Advisor changed firm

  Olivia G Swift left First Citizens Investor Services, Inc. for Edward Jones (registered 2025-10-06)

  Form ADVobserved 5 days ago
• Occurred

  Dec 18, 2024
  Advisor changed firm

  Olivia G Swift left Equitable Advisors, Llc for First Citizens Investor Services, Inc. (registered 2025-02-03)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f76997fc-d24d-029e-36aa-e3a87f858894

First observed

Nov 29, 2023

Last observed

Sep 14, 2026 6 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.