DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at ASPIRE PRIVATE CAPITAL
CORNELIUS, 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 |
|---|---|---|---|---|---|---|
| ASPIRE PRIVATE CAPITAL | Independent wealth | Feb 5, 2026 | n/a | yes | CORNELIUS, NC | Current employment |
| EDWARD JONES | National bd RIA | Jan 28, 2025 | Apr 14, 2025 | no | MOORESVILLE, NC|Charlotte, NC|ST LOUIS, MO | Previous registration |
| VANGUARD ADVISERS, INC. | Bd affiliated wealth | Oct 1, 2019 | Sep 19, 2024 | no | CHARLOTTE, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EDWARD JONES | ASPIRE PRIVATE CAPITAL | Apr 14, 2025 | Feb 5, 2026 | 297 | Firm change | Ibd to RIA |
| VANGUARD ADVISERS, INC. | EDWARD JONES | Sep 19, 2024 | Jan 28, 2025 | 131 | Firm change | Ibd to ibd |