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Current Employers
Edward Jones

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-01
TX RA APPROVED_RES 2022-05-05
  • FL RA
    APPROVED
    Since 2025-01-01
  • TX RA
    APPROVED_RES
    Since 2022-05-05

Branch Locations

Valrico, FL • United States

4305 Solutions Ln, Bradenton, FL 34211-0000 • 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 Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Usaa Financial Advisors Inc Tampa FL 09/2011 05/2018
Usaa Financial Planning Services Tampa FL 09/2011 05/2018
Usaa Investment Management San Antonio TX 01/2018 05/2018
Edward Jones St Louis MO 08/2018 Present
  • 09/2011 → 05/2018
    Usaa Financial Advisors Inc
    Tampa, FL
  • 09/2011 → 05/2018
    Usaa Financial Planning Services
    Tampa, FL
  • 01/2018 → 05/2018
    Usaa Investment Management
    San Antonio, TX
  • 08/2018 → Present
    St Louis, MO
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-10-20
S63 Uniform Securities Agent State Law Examination 1997-10-27
  • S66 Uniform Combined State Law Examination
    2011-10-20
  • S63 Uniform Securities Agent State Law Examination
    1997-10-27
Other Names
  • Dana Mitchell Manley
  • Dana Manley

View on SEC IAPD

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