To
From
US Experienced Financial Advisor
Edward Jones
Washington, DC
06/28/2023
J.P. Morgan Advisors - Relationship Manager
JPMorgan Chase
06/07/2024
J.P. Morgan Advisors - Senior Client Associate - Washington D.C.
06/10/2024
Financial Solutions Advisor Registration Candidate - Consumer Investments - Vermont Avenue Financial Center
Bank of America
06/14/2024
Private Client Financial Advisor- Washington, DC
Citizens
02/17/2024
Merrill Experienced Financial Advisor
03/01/2024
Merrill Financial Solutions Advisor - Washington DC Market
05/01/2024
Virtual Premier Banker II - McLean/D.C.
Truist
06/04/2024
Block Advisors Tax Advisor
H&R Block