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Current Employers
Edward Jones

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-05-22
NC RA APPROVED 2025-05-20
  • AZ RA
    APPROVED
    Since 2025-05-22
  • NC RA
    APPROVED
    Since 2025-05-20

Branch Locations

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

Mooresville, NC • 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 No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Sagepoint Financial Huntersville NC 09/2013 08/2017
Lpl Financial Llc Fort Mill SC 06/2017 06/2018
Unemployed Mooresville NC 06/2018 08/2018
Western & Southern Life Statesville NC 08/2018 09/2022
W&S Brokerage Services, Inc. Statesville NC 09/2018 09/2022
Infinite Wealth Advisors Llc Mooresville NC 09/2022 10/2024
Lpl Financial Llc Fort Mill SC 10/2024 03/2025
Associate Staffing Mooresville NC 10/2024 03/2025
Edward Jones St Louis MO 04/2025 Present
  • 09/2013 → 08/2017
    Sagepoint Financial
    Huntersville, NC
  • 06/2017 → 06/2018
    Lpl Financial Llc
    Fort Mill, SC
  • 06/2018 → 08/2018
    Unemployed
    Mooresville, NC
  • 08/2018 → 09/2022
    Western & Southern Life
    Statesville, NC
  • 09/2018 → 09/2022
    W&S Brokerage Services, Inc.
    Statesville, NC
  • 09/2022 → 10/2024
    Infinite Wealth Advisors Llc
    Mooresville, NC
  • 10/2024 → 03/2025
    Lpl Financial Llc
    Fort Mill, SC
  • 10/2024 → 03/2025
    Associate Staffing
    Mooresville, NC
  • 04/2025 → Present
    St Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-15
S63 Uniform Securities Agent State Law Examination 2025-03-15
  • S66 Uniform Combined State Law Examination
    2025-05-15
  • S63 Uniform Securities Agent State Law Examination
    2025-03-15
Other Names
  • William Gregory Dana
  • William Gregory Dana
  • William Gregory Dana
  • William Gregory Dana
  • William Gregory Dana
  • William Gregory Dana

View on SEC IAPD

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