To
From
US Experienced Financial Advisor
Edward Jones
Washington, DC
04/17/2024
Financial Advisor - PNC Investments
PNC
02/24/2024
Private Client Financial Advisor- Washington, DC
Citizens
02/17/2024
Merrill Experienced Financial Advisor
Bank of America
03/01/2024
Merrill Financial Solutions Advisor - Washington DC Market
05/01/2024
Block Advisors Tax Advisor
H&R Block
08/23/2023
J.P. Morgan Wealth Management - Private Client Advisor - Washington, DC
JPMorgan Chase
03/28/2024
Affluent Market Financial Advisor (draw salary plus commission)
M&T Bank
04/24/2024