William Patrick Phelan

Current Employers

Edward Jones

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-10-18
NC	RA	APPROVED	2007-02-08

TX RA
APPROVED

Since 2024-10-18
NC RA
APPROVED

Since 2007-02-08

Branch Locations

240 Leigh Farm Road Ste 180, Durham, NC 27707 • 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

Organization	City	State	From	To
Edward Jones	St Louis	MO	06/2000	Present

06/2000 → Present

Edward Jones

St Louis, MO

Other Businesses

Rental Property Chapel Hill, NC Start date: 5/2/2016 n/a Hours per week: 0 Hours during trading: 0 Desc: My wife owns this property, and for estate planning purposes, put my name on the title. Rental Property Type of business: Owned Rental Property Chapel Hill, NC Start date: 11/1/2017 Hours per week: 0 Hours during trading: 0 Maintain property

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-01-25
S63	Uniform Securities Agent State Law Examination	2000-08-09

S66 Uniform Combined State Law Examination

2007-01-25
S63 Uniform Securities Agent State Law Examination

2000-08-09

Designations

Other Names

Pat Phelan
William Patrick Phelan

View on SEC IAPD