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Advisor at CAPITAL NARRATIVE WEALTH MANAGEMENT
LANCASTER, CA
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 |
|---|---|---|---|---|---|---|
| CAPITAL NARRATIVE WEALTH MANAGEMENT | State registered | Mar 13, 2026 | n/a | yes | LANCASTER, CA | Current employment |
| EDWARD JONES | National bd RIA | Jan 2, 2025 | Dec 1, 2025 | no | WESTLAKE VILLAGE, CA|ST LOUIS, MO|WINNETKA, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EDWARD JONES | CAPITAL NARRATIVE WEALTH MANAGEMENT | Dec 1, 2025 | Mar 13, 2026 | 102 | Firm change | Ibd to state RIA |