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Current Employers
Edward Jones

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

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2022-10-12
MI RA APPROVED 2022-09-08
  • MO RA
    APPROVED
    Since 2022-10-12
  • MI RA
    APPROVED
    Since 2022-09-08

Branch Locations

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

Millersburg, MI • 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 Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Graduate School Hudsonville MI 04/2018 12/2019
Tommy'S Boats Comstock Park MI 12/2019 02/2020
Robert Half Grand Rapids MI 03/2020 01/2021
Jeffrey Portman Creve Coeur MO 04/2020 12/2020
Waddell & Reed Inc Creve Coeur MO 04/2020 12/2020
Legacy Financial Network (Lfn) Advisors Inc Kentwood MI 01/2021 11/2021
Cig Capital Advisors Southfield MI 10/2021 08/2022
Edward Jones St Louis MO 08/2022 Present
Edward Jones St Louis MO 09/2001 04/2018
  • 04/2018 → 12/2019
    Graduate School
    Hudsonville, MI
  • 12/2019 → 02/2020
    Tommy'S Boats
    Comstock Park, MI
  • 03/2020 → 01/2021
    Robert Half
    Grand Rapids, MI
  • 04/2020 → 12/2020
    Jeffrey Portman
    Creve Coeur, MO
  • 04/2020 → 12/2020
    Waddell & Reed Inc
    Creve Coeur, MO
  • 01/2021 → 11/2021
    Legacy Financial Network (Lfn) Advisors Inc
    Kentwood, MI
  • 10/2021 → 08/2022
    Cig Capital Advisors
    Southfield, MI
  • 08/2022 → Present
    St Louis, MO
  • 09/2001 → 04/2018
    St Louis, MO
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-06-07
S63 Uniform Securities Agent State Law Examination 2007-09-21
  • S65 Uniform Investment Adviser Law Examination
    2020-06-07
  • S63 Uniform Securities Agent State Law Examination
    2007-09-21
Other Names
  • Lana Kay Spear
  • Lana Kay Hurley
  • Lana Hurley

View on SEC IAPD

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