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Bobby E Giles

Edward Jones

Greeley, CO

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Current Employers
Edward Jones

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2022-09-16
TX RA APPROVED 2020-09-25
  • CO RA
    APPROVED
    Since 2022-09-16
  • TX RA
    APPROVED
    Since 2020-09-25

Branch Locations

1990 59Th Avenue Suite C, Greeley, CO 80634 • 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
Usaa Financial Advisors, Inc. Addison TX 07/2011 06/2020
Usaa Financial Planning Services Addison TX 08/2011 06/2020
Usaa Investment Management Company Addison TX 08/2011 06/2020
Bobby Giles Lantana TX 09/2019 09/2020
Self Employed Lantana TX 11/2018 09/2020
Edward Jones St. Louis MO 09/2020 Present
  • 07/2011 → 06/2020
    Usaa Financial Advisors, Inc.
    Addison, TX
  • 08/2011 → 06/2020
    Usaa Financial Planning Services
    Addison, TX
  • 08/2011 → 06/2020
    Usaa Investment Management Company
    Addison, TX
  • 09/2019 → 09/2020
    Bobby Giles
    Lantana, TX
  • 11/2018 → 09/2020
    Self Employed
    Lantana, TX
  • 09/2020 → Present
    St. Louis, MO
Previous Registrations
Other Businesses

Self Employed Type: Commercial Pilot Date: 01/01/20 Title: Commercial Pilot Trad Hrs: 0 Tot Hrs: 10 Desc: I will be working on occasion as a commercial pilot during weekend hours in the future on a very limited basis. I do not plan to fly in this capacity for the next 12-24 months, however I wanted to disclose this business interest in advance because a City-State: Greeley CO

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-08-21
S63 Uniform Securities Agent State Law Examination 1996-10-07
  • S65 Uniform Investment Adviser Law Examination
    2001-08-21
  • S63 Uniform Securities Agent State Law Examination
    1996-10-07
Designations
Other Names
  • Bob Giles
  • Bobby E (Jr) Giles
  • Bobby Earl Giles
  • Bobby Earl Giles

View on SEC IAPD

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