Sourcing
Firms
People
Sources
Top, Joel, Robert
C
36
IAR CRD 4870706
·
Industry start 2011-06-20
Identity
Legal name
Top, Joel, Robert
schedule a
CRD
4870706
NPN
—
Career
Previous employments
MUTUAL SECURITIES, INC.
2019-02-20
EDWARD JONES
2005-01-01
brokercheck
Current branches
—
Designations
—
Education
—
BrokerCheck signals
Industry start
2011-06-20
brokercheck
Est. age
37
brokercheck
Age confidence
—
Est. birth year
1989
brokercheck
BC active
No
brokercheck
IA active
Yes
brokercheck
Disclosures
No
brokercheck
Private residence
No
Firm affiliations
1
PLANWISER FINANCIAL, LLC
IAR · Direct Owner · 87.5% ownership
CRD 331675