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Reading the graph
Advisor at EDWARD JONES
BETHALTO, IL
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 | May 17, 2013 | n/a | yes | BETHALTO, IL | Current employment |
| GENESIS WEALTH MANAGEMENT | State registered | Jan 19, 2012 | May 22, 2013 | no | EAST ALTON, IL|EAST ALTON, IL | Previous registration |
| EDWARD JONES | National bd RIA | Jul 10, 2009 | Sep 29, 2010 | no | ST LOUIS, MO|GODFREY, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GENESIS WEALTH MANAGEMENT | EDWARD JONES | May 22, 2013 | May 17, 2013 | -5 | Firm change | Other |
| EDWARD JONES | GENESIS WEALTH MANAGEMENT | Sep 29, 2010 | Jan 19, 2012 | 477 | Firm change after gap | Ibd to state RIA |