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Brendon Planz

Edward Jones

Winder, GA

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Current Employers
Edward Jones

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-01-22
  • GA RA
    APPROVED
    Since 2024-01-22

Branch Locations

49 Piedmont Drive Suite 105, Winder, GA 30680 • 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
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith/Boa Atlanta GA 01/2022 06/2023
Rxd Chamblee GA 01/2013 12/2023
Edward Jones St Louis MO 12/2023 Present
  • 01/2022 → 06/2023
    Merrill Lynch, Pierce, Fenner & Smith/Boa
    Atlanta, GA
  • 01/2013 → 12/2023
    Rxd
    Chamblee, GA
  • 12/2023 → Present
    St Louis, MO
Previous Registrations
Other Businesses

R.X.D. Type of business: Distributor Chamblee, GA Start date: 1/1/2013 Owner Hours per week: 12 Hours during trading: 0 Desc: Ordering inventory/supplies Communicating with my office manager at the end of the day to go over what shipments she sent out and how much we sold for the day. Recap of her bookkeeping and inventory levels. Send Inventory to Amazon FBA, UPS and USPS Weekly

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-09
S63 Uniform Securities Agent State Law Examination 1997-09-05
  • S66 Uniform Combined State Law Examination
    2022-09-09
  • S63 Uniform Securities Agent State Law Examination
    1997-09-05
Other Names
  • Brendon C Planz
  • Brendon Charles Planz

View on SEC IAPD

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