Michael Ralph Micallef

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Edward Jones

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2024-11-18
FL	RA	APPROVED	2024-04-25

TX RA
APPROVED_RES

Since 2024-11-18
FL RA
APPROVED

Since 2024-04-25

Branch Locations

3608 Wedgewood Lane Buffalo Ridge Plaza Ii (466W), The Villages, FL 32162 • 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 Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Charles Schwab & Co., Inc.	Orlando	FL	09/2000	04/2024
Edward Jones	St Louis	MO	04/2024	Present

09/2000 → 04/2024

Charles Schwab & Co., Inc.

Orlando, FL
04/2024 → Present

Edward Jones

St Louis, MO

Previous Registrations

2012-02-24 → 2024-04-26

Schwab Wealth Advisory, Inc.

Orlando, FL
2004-07-07 → 2012-03-27

Charles Schwab & Co., Inc.

Orlando, FL

Orlando, FL

Orlando, FL

Maitland, FL

Other Businesses

BMB-PCB, LLC Type of business: Rental Property Panama City Beach, FL Start date: 3/23/2018 Member Hours per week: 1 Hours during trading: 0 Rental property with family. We have rental management company that runs it for us.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-07-20
S63	Uniform Securities Agent State Law Examination	1999-11-11

S66 Uniform Combined State Law Examination

2007-07-20
S63 Uniform Securities Agent State Law Examination

1999-11-11

Designations

Certified Financial Planner

View on SEC IAPD