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Reading the graph
Advisor at EDWARD JONES
ST. LOUIS, MO | SHREWSBURY, NJ
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 | Jul 27, 2026 | n/a | yes | SHREWSBURY, NJ|ST. LOUIS, MO | Current employment |
| LPL ENTERPRISE, LLC | Bd affiliated wealth | Apr 15, 2025 | Aug 4, 2026 | no | BEDMINSTER, NJ | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jan 21, 2016 | Apr 18, 2019 | no | PENNINGTON, NJ|SOMERSET, NJ|MILLTOWN, NJ|HIGHLAND PARK, NJ|ISELIN, NJ|HIGHLAND PARK, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL ENTERPRISE, LLC | EDWARD JONES | Aug 4, 2026 | Jul 27, 2026 | -8 | Firm change | Ibd to ibd |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | LPL ENTERPRISE, LLC | Apr 18, 2019 | Apr 15, 2025 | 2,189 | Firm change after gap | Wirehouse to ibd |