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Luke Shane Widmer

Edward Jones

Wheaton, IL

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Current Employers
Edward Jones

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-01-14
IL RA APPROVED 2017-11-09
  • TX RA
    APPROVED
    Since 2019-01-14
  • IL RA
    APPROVED
    Since 2017-11-09

Branch Locations

2001 N Gary Ave Suite 220, Wheaton, IL 60187 • 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 09/2017 Present
American Management Specialists Orlando FL 01/2010 08/2017
  • 09/2017 → Present
    St Louis, MO
  • 01/2010 → 08/2017
    American Management Specialists
    Orlando, FL
Other Businesses

Land & Home Development, Co. Type of business: Investment Holding Company Windermere, FL Start date: 9/1/2010 Minority Shareholder Hours per week: 0 Hours during trading: 0 passive investment.*** Oakstone Capital Partners, LLC Type of business: Private Asset Holding Company Windermere, FL Start date: 9/3/2012 Class B Shareholder Hours per week: 0 Hours during trading: 0 No direct responsibility, we have hired a manager to handle the business operations for the family.*** VP-2011-BV5, LLC Type of business: Investment Holding Company Windermere, FL Start date: 5/2/2011 Minority Shareholder Hours per week: 0 Hours during trading: 0 I have no direct responsibilities, we have hired a manager to handle the business responsibilities for the LLC.*** VP-2014-MPM, LLC Type of business: Investment Holding Company Windermere, FL Start date: 5/1/2014 Minority Shareholder Hours per week: 0 Hours during trading: 0 I have no direct responsibilities, we've hired a manager to handle the business aspects of the LLC. "Oakstone Foundation, Inc. Windermere, FL Start date: 1/1/2010 Board Member Hours per week: 0 Hours during trading: 0 Board Member of a private family foundation" Steele Foundation, Inc.*** Windermere, FL Start date: 1/1/2010 Board Member Hours per week: 0 Hours during trading: 0 Board Member of a private family foundation. Agave Getaway LLC Type of business: Rental Property Co Scottsdale, AZ Start date: 2/17/2023 Managing Member Hours per week: 1 Hours during trading: 0 This is an LLC to be formed for the operation and taxes of my AirBNB property. I am the sole owner and operator of the home and LLC.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-11-08
  • S66 Uniform Combined State Law Examination
    2017-11-08

View on SEC IAPD

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