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Theresa Montya

Edward Jones

Bedford, TX

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Current Employers
Edward Jones

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-10-25
  • TX RA
    APPROVED
    Since 2019-10-25

Branch Locations

3004 Spring Valley Drive, Bedford, TX 76021 • 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
World Choice Securities, Inc. Bedford TX 08/2003 10/2019
Catholic Diocese Of Fort Worth Colleyville TX 12/2007 01/2017
Edward Jones St.LOuis MO 10/2019 Present
Previous Registrations
  • 2006-01-31 → 2019-10-22
    Bedford, TX
    Euless, TX
    Fort Myers, FL
  • 2002-06-28 → 2003-06-11
    E*Trade Advisory Services, Inc.
    Lewisville, TX
Other Businesses

Mutual of Omaha Omaha, NE Start date: 6/30/2017 Hours per week: 0 Hours during trading: 0 No responsibilities ***** Rental Property Type of business: Vacation Rental Trinidad, TX Start date: 9/21/2021 Co-Owner Hours per week: 0 Hours during trading: 0 Co-owner of vacation home that we will rent on occasion. Spouse/Co-Owner handles management. *****

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2006-02-02
S65 Uniform Investment Adviser Law Examination 2002-06-15
  • S63 Uniform Securities Agent State Law Examination
    2006-02-02
  • S65 Uniform Investment Adviser Law Examination
    2002-06-15
Designations
Other Names
  • Theresa Scoma

View on SEC IAPD

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