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Advisor at &PARTNERS
NASHVILLE, TN | Columbia, SC
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 |
|---|---|---|---|---|---|---|
| &partners | Independent wealth | Feb 2, 2024 | n/a | yes | Columbia, SC|NASHVILLE, TN|NASHVILLE, TN | Current employment |
| EDWARD JONES | National bd RIA | Aug 8, 2012 | Feb 3, 2024 | no | COLUMBIA, SC | Previous registration |
| AST INVESTMENT SERVICES, INC. | Asset manager | Feb 11, 2008 | Aug 7, 2012 | no | SHELTON, CT | Previous registration |
| PRUCO SECURITIES, LLC | No RAUM reported | Apr 22, 2005 | Jan 22, 2008 | no | MT. PLEASANT, SC|COLUMBIA, SC|MT. PLEASANT, SC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EDWARD JONES | &partners | Feb 3, 2024 | Feb 2, 2024 | -1 | Firm change | Ibd to RIA |
| AST INVESTMENT SERVICES, INC. | EDWARD JONES | Aug 7, 2012 | Aug 8, 2012 | 1 | Firm change | Other |
| PRUCO SECURITIES, LLC | AST INVESTMENT SERVICES, INC. | Jan 22, 2008 | Feb 11, 2008 | 20 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 250:3767:SC:2024-01-29 | Feb 3, 2024 | Feb 2, 2024 | COLUMBIA, SC | Firm change |