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Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-04-11
IL RA APPROVED 2006-10-25
  • FL RA
    APPROVED
    Since 2024-04-11
  • IL RA
    APPROVED
    Since 2006-10-25

Branch Locations

5405 W Devon Avenue, Chicago, IL 60646 • United States

Naples, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward D. Jones & Co., L.P. Park Ridge IL 04/1999 Present
  • 04/1999 → Present
    Edward D. Jones & Co., L.P.
    Park Ridge, IL
Other Businesses

Cold Bore Capital Fund II Type of business: Private Equity Chicago, IL Start date: 6/9/2022 Investor Hours per week: 0 Hours during trading: 0 No responsibilities

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-07-27
S63 Uniform Securities Agent State Law Examination 1997-05-06
  • S65 Uniform Investment Adviser Law Examination
    1998-07-27
  • S63 Uniform Securities Agent State Law Examination
    1997-05-06
Other Names
  • Perry B Wein

View on SEC IAPD

Other Firms

Other Investors

Other Offices

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