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Donna Adams

Edward Jones

Greenville, MS

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Current Employers
Edward Jones

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2018-12-04
MS RA APPROVED 2017-08-11
  • TX RA
    APPROVED_RES
    Since 2018-12-04
  • MS RA
    APPROVED
    Since 2017-08-11

Branch Locations

2337 Hwy 1 South, Greenville, MS 38701 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Guaranty Bank & Trust Greenville MS 11/2003 07/2017
Lpl Financial Charlotte NC 05/2010 07/2017
Edward Jones St. Louis MO 07/2017 Present
  • 11/2003 → 07/2017
    Guaranty Bank & Trust
    Greenville, MS
  • 05/2010 → 07/2017
    Lpl Financial
    Charlotte, NC
  • 07/2017 → Present
    Edward Jones
    St. Louis, MO
Previous Registrations
  • 2010-07-08 → 2017-08-08
    Lpl Financial Llc
    Fort Mill, SC
    Greenville, MS
  • 2003-11-05 → 2010-07-08
    Uvest Financial Services Group, Inc.
    Greenville, MS
    Greenville, MS
  • 2003-07-10 → 2003-11-25
    Amsouth Investment Management Company Llc
    Birmingham, AL
  • 2003-01-30 → 2003-07-10
    Amsouth Investment Services, Inc.
    Greenville, MS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-03-28
S63 Uniform Securities Agent State Law Examination 1989-07-08
  • S65 Uniform Investment Adviser Law Examination
    1996-03-28
  • S63 Uniform Securities Agent State Law Examination
    1989-07-08
Designations
Other Names
  • Donna Kay Adams
  • Donna Peacock
  • Donna Adams
  • Donna K Jefferies
  • Donna Peacock Adams

View on SEC IAPD

Other Firms

STATE FARM INVESTMENT MANAGEMENT CORP.

Other Investors

Nancy Schyler Cannatella
Chad Carleton Freeman
Joseph Ryan Eagle
JAMES ANTHONY DANIELS

Other Offices

EDWARD JONES · GREENVILLE, MS
EDWARD JONES · GREENVILLE, MS
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianola, MS

More in Greenville, MS

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