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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2007-01-03 |
Branch Locations
8101 Windrose Ave Ste 1400, Plano, TX 75024-0000 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 01/2003 | Present |
Exit Planning Institute Westlake, OH Start date: 1/1/2025 Faculty Hours per week: 0 Hours during trading: 0 Answer questions related to the financial planning module for the CEPA credential. I presented for one hour last year in Cleveland and this information is in the CEPA modules for prep for testing.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-08-29 |
| S65 | Uniform Investment Adviser Law Examination | 2002-08-14 |
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