DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Edward H. Arnold
Certified Financial Planner
Feed of 09/14/2026
Also filed as Eddy Arnold
At current firm
3 y
since May 11, 2023
In the industry
12 y
since Aug 1, 2014 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- J.P. Morgan Securities LLC wirehouse currentsince May 11, 2023 · Dallas, Tx
- Bok Financial Private Wealth, Inc. independent RIAJul 14, 2021 to May 3, 2023 · Dallas, Tx
- Bok Financial Advisors BD affiliatedMar 10, 2020 to Jun 29, 2021 · Dallas, Tx
Moves
a registration end followed by a registration begin elsewhere
- Bok Financial Private Wealth, Inc. to J.P. Morgan Securities LLCleft May 3, 2023, registered May 11, 2023 (8 days) · RIA to wirehouse
- Bok Financial Advisors to Bok Financial Private Wealth, Inc.left Jun 29, 2021, registered Jul 14, 2021 (15 days) · Affiliated broker-dealer or bank to independent RIA
Signals
- Edward H. Arnold left Bok Financial Private Wealth, Inc. for J.P. Morgan Securities Llc (registered 2023-05-11)May 3, 2023 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Wirehousederived
- Years in industry
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address