Best Investors Account Sign in

Bartolomeo Lancellotti

Edward Jones

Happy Valley, OR

Claim This Profile
Current Employers
Edward Jones

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

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2023-06-28
  • OR RA
    APPROVED
    Since 2023-06-28

Branch Locations

15914 Se Happy Valley Town Ctr, Happy Valley, OR 97086-4253 • 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
Edward Jones St Louis MO 04/2023 Present
Uber Technologies, Inc. San Francisco CA 08/2016 10/2016
Uber Technologies, Inc. Portland OR 11/2016 04/2023
From Here To There, Inc. Portland OR 09/2021 02/2022
Lyft Portland OR 02/2017 01/2019
  • 04/2023 → Present
    Edward Jones
    St Louis, MO
  • 08/2016 → 10/2016
    Uber Technologies, Inc.
    San Francisco, CA
  • 11/2016 → 04/2023
    Uber Technologies, Inc.
    Portland, OR
  • 09/2021 → 02/2022
    From Here To There, Inc.
    Portland, OR
  • 02/2017 → 01/2019
    Lyft
    Portland, OR
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-27
S63 Uniform Securities Agent State Law Examination 1998-02-19
S65 Uniform Investment Adviser Law Examination 1998-02-19
  • S66 Uniform Combined State Law Examination
    2023-06-27
  • S63 Uniform Securities Agent State Law Examination
    1998-02-19
  • S65 Uniform Investment Adviser Law Examination
    1998-02-19
Other Names
  • Bart Lancellotti

View on SEC IAPD

Other Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STANGIER WEALTH MANAGEMENT
AMERIPRISE FINANCIAL SERVICES, LLC
IMS CAPITAL MANAGEMENT
PINNACLE WEALTH ADVISORS

Other Investors

Timm Gilbert Fredlund Nielsen
SHANNON EDNA PAULSEN
RYAN TIMOTHY BELDING
JOHNATHON FRANKLIN THOMAS
ANSHU SHAH CHAND THAKUR
Daniel Lee Bartosz
KRISTIANA LYNN HARDING
GRETCHEN STANGIER

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Happy Valley, OR
LPL FINANCIAL LLC · CLACKAMAS, OR
CETERA INVESTMENT ADVISERS LLC · CLACKAMAS, OR
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Clackamas, OR
STANGIER WEALTH MANAGEMENT · CLACKAMAS, OR
AMERIPRISE FINANCIAL SERVICES, LLC · Clackamas, OR
IMS CAPITAL MANAGEMENT · CLACKAMAS, OR
PINNACLE WEALTH ADVISORS · CLACKAMAS, OR

More in Happy Valley, OR

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor