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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2014-08-25 |
| WI | RA | APPROVED | 1998-03-10 |
Branch Locations
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward D. Jones & Co., L.P. | Waupaca | WI | 11/1997 | Present |
SALE OF MY INSURANCE BUSINESS-I'M PAID OVER 12 MONTHS WAUPACA COUNTY NATURAL RESOURCES FOUNDATION BOARD MEMBER MEET TO DECIDE IF NATURE IMPROVING ORGANIZATIONS (RECENTLY TRAIL BUILDING, ETC...) CAN USE OUR ACCOUNTING AND 501(C)3 STATUS "Cottage rental waupaca, WI Start date: 6/10/2013 joint owner Hours per week: 1 Hours during trading: 0 check tenants in and out, cleaning" Land held for investment and occasional Hunting lease Type of business: forest/farm land Amherst, WI Start date: 8/31/2020 owner Hours per week: 0 Hours during trading: 0 Collect Occasional Hunting Lease Payments and verify no damage to property BAARD 1 LLC Type of business: Investment LLC Amherst, WI Start date: 9/11/2023 Managing Member Hours per week: 0 Hours during trading: 0 LLC currently holds 291 acres of WI forest land. When needed I organize lumber harvesting by others.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-11 |
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