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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-03-13 |
| TX | RA | APPROVED | 2025-03-13 |
Branch Locations
517 Alcove Rd Suite 201, Mooresville, NC 28117 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 05/2011 | Present |
(1)Name of Business: RWB Ventures, LLC Address: 517 Alcove Rd Ste 201, Mooresville, NC, 28117-8574, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 03/13/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Pass through for earnings. (2)Name of Business: Spencer William, LLC DBA Bloom Private Wealth Address: 517 Alcove Rd Ste 201, Mooresville, NC, 28117-8574, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 03/13/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Business owner and financial advisor. (3)Name of Business: The Christian Mission Address: 266 N Broad St, Mooresville, NC, 28115, United States Activity Type: Non profit Position/Title: Board Member, Committee Member Investment Related: Yes Start Date: 08/15/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am a Board Member and Head of the Finance committee (with no check writing privileges).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-05-27 |
| S65 | Uniform Investment Adviser Law Examination | 2010-09-03 |
| S66 | Uniform Combined State Law Examination | 2004-10-22 |
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