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Current Employers
Edward Jones

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-11-12
MO RA APPROVED 2025-09-22
  • CA RA
    APPROVED
    Since 2025-11-12
  • MO RA
    APPROVED
    Since 2025-09-22

Branch Locations

San Pedro, CA • United States

12555 Manchester Road, St. Louis, MO 63131 • 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
Jackson National Life Lansing MI 03/2005 02/2018
Sagepoint Financial Los Angeles CA 12/2019 07/2022
Edward Jones St. Louis MO 06/2025 Present
Snyder Kearney, Llc Columbia, Md MD 03/2018 10/2019
Highmark Capital Management Los Angeles CA 07/2022 11/2024
U.S. Bank Minneapolis MN 07/2022 11/2024
Unemployed Los Angeles CA 12/2024 05/2025
Experis Us Inc Milwaukee WI 12/2019 11/2020
Advisor Group (Now Osaic) Scottsdale AZ 11/2020 07/2022
  • 03/2005 → 02/2018
    Jackson National Life
    Lansing, MI
  • 12/2019 → 07/2022
    Sagepoint Financial
    Los Angeles, CA
  • 06/2025 → Present
    St. Louis, MO
  • 03/2018 → 10/2019
    Snyder Kearney, Llc
    Columbia, Md, MD
  • 07/2022 → 11/2024
    Highmark Capital Management
    Los Angeles, CA
  • 07/2022 → 11/2024
    U.S. Bank
    Minneapolis, MN
  • 12/2024 → 05/2025
    Unemployed
    Los Angeles, CA
  • 12/2019 → 11/2020
    Experis Us Inc
    Milwaukee, WI
  • 11/2020 → 07/2022
    Advisor Group (Now Osaic)
    Scottsdale, AZ
Previous Registrations
  • 2020-01-03 → 2022-07-15
    Osaic Services, Inc.
    Scottsdale, AZ
  • 2006-11-28 → 2018-02-21
    National Planning Corporation
    El Segundo, CA
    Santa Monica, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-11
S66 Uniform Combined State Law Examination 2025-09-19
S63 Uniform Securities Agent State Law Examination 2002-11-09
  • S65 Uniform Investment Adviser Law Examination
    2025-11-11
  • S66 Uniform Combined State Law Examination
    2025-09-19
  • S63 Uniform Securities Agent State Law Examination
    2002-11-09

View on SEC IAPD

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